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 Q2	$330K	Sell	7,240 -1,121	-13%	-$49.6K	0.1%	56
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 $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

O'Donnell Financial Services's KJAN Position: Q2 2026 in Review

O'Donnell Financial Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 13% in Q2 2026, selling an estimated $49.6K and leaving 7,240 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #56.

O'Donnell Financial Services first reported a position in KJAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

O'Donnell Financial Services held 7,240 shares of Innovator US Small Cap Power Buffer ETF January worth $330K as of Q2 2026.
O'Donnell Financial Services sold 1,121 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $49.6K.
Innovator US Small Cap Power Buffer ETF January made up 0.1% of O'Donnell Financial Services's portfolio in Q2 2026, its #56 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 10 quarters since.
O'Donnell Financial Services's Innovator US Small Cap Power Buffer ETF January position peaked at $15.6M in Q3 2024.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.