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NewEdge Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

NewEdge Advisors’s Portfolio KJAN Stock Details KJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$734K Buy
16,088
+96
+0.6% +$4.25K ﹤0.01% 1873
2026
Q1 		$667K Buy
15,992
+1,000
+7% +$42.3K ﹤0.01% 1769
2025
Q4 		$621K Sell
14,992
-921
-6% -$37.8K ﹤0.01% 1812
2025
Q3 		$642K Hold
15,913
– – ﹤0.01% 1666
2025
Q2 		$596K Sell
15,913
-1,530
-9% -$55K ﹤0.01% 1592
2025
Q1 		$623K Buy
17,443
+36
+0.2% +$1.34K ﹤0.01% 1462
2024
Q4 		$650K Buy
17,407
+309
+2% +$11.8K ﹤0.01% 1397
2024
Q3 		$634K Buy
17,098
+1,812
+12% +$65.4K ﹤0.01% 1326
2024
Q2 		$534K Sell
15,286
-1,812
-11% -$62.9K ﹤0.01% 1380
2024
Q1 		$605K Buy
+17,098
New +$586K 0.01% 1235

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewEdge Advisors's KJAN Position: Q2 2026 in Review

NewEdge Advisors increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.6% in Q2 2026, buying an estimated $4.25K and bringing the position to 16,088 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

NewEdge Advisors first reported a position in KJAN in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • NewEdge Advisors held 16,088 shares of Innovator US Small Cap Power Buffer ETF January worth $734K as of Q2 2026.
  • NewEdge Advisors bought 96 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $4.25K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1873 holding.
  • NewEdge Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.