O'Donnell Financial Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

O'Donnell Financial Services’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 Q1	$349K	Sell	8,361 -18	-0.2%	-$762	0.12%	45
2025 Q4	$347K	Sell	8,379 -364	-4%	-$14.9K	0.12%	44
2025 Q3	$353K	Sell	8,743 -2,202	-20%	-$85.7K	0.13%	45
2025 Q2	$410K	Sell	10,945 -28,965	-73%	-$1.04M	0.16%	39
2025 Q1	$1.43M	Buy	+39,910	New	+$1.49M	0.59%	25
2024 Q4	–	Sell	-421,257	Closed	-$15.6M	–	42
2024 Q3	$15.6M	Sell	421,257 -10,327	-2%	-$373K	6.35%	5
2024 Q2	$15.1M	Sell	431,584 -2,342	-0.5%	-$81.3K	6.69%	5
2024 Q1	$15.3M	Buy	433,926 +38,069	+10%	+$1.3M	7.03%	4
2023 Q4	$13.6M	Buy	+395,857	New	+$12.3M	6.81%	5

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

O'Donnell Financial Services's KJAN Position: Q1 2026 in Review

O'Donnell Financial Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.21% in Q1 2026, selling an estimated $762 and leaving 8,361 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #45.

O'Donnell Financial Services first reported a position in KJAN in Q4 2023 and has held it in 9 quarters since. The position peaked at $15.6M in Q3 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

O'Donnell Financial Services held 8,361 shares of Innovator US Small Cap Power Buffer ETF January worth $349K as of Q1 2026.
O'Donnell Financial Services sold 18 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $762.
Innovator US Small Cap Power Buffer ETF January made up 0.12% of O'Donnell Financial Services's portfolio in Q1 2026, its #45 holding.
O'Donnell Financial Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2023 and has held it in 9 quarters since.
O'Donnell Financial Services's Innovator US Small Cap Power Buffer ETF January position peaked at $15.6M in Q3 2024.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.