Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-230
Closed -$9.6K – 4293
2026
Q1 		$9.6K Buy
+230
New +$9.74K ﹤0.01% 3084
2024
Q3 		– Sell
-276
Closed -$9.63K – 3731
2024
Q2 		$9.63K Buy
+276
New +$9.59K ﹤0.01% 2659

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

Northwestern Mutual Wealth Management's KJAN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026, closing a stake of 230 shares — an estimated $9.6K sold.

Northwestern Mutual Wealth Management first reported a position in KJAN in Q2 2024 and held it in 2 quarters. The position peaked at $9.63K in Q2 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 230 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $9.6K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2024 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $9.63K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.