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

NewEdge Wealth’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 		$287K Sell
6,281
-561
-8% -$24.8K ﹤0.01% 1055
2026
Q1 		$285K Buy
+6,842
New +$290K ﹤0.01% 977

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 Wealth's KJAN Position: Q2 2026 in Review

NewEdge Wealth reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 8.2% in Q2 2026, selling an estimated $24.8K and leaving 6,281 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

NewEdge Wealth first reported a position in KJAN in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • NewEdge Wealth held 6,281 shares of Innovator US Small Cap Power Buffer ETF January worth $287K as of Q2 2026.
  • NewEdge Wealth sold 561 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $24.8K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1055 holding.
  • NewEdge Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2026 and has held it in 2 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 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.