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

OneDigital Investment 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 		$1.25M Buy
27,433
+424
+2% +$18.8K 0.01% 664
2026
Q1 		$1.13M Buy
27,009
+1,003
+4% +$42.5K 0.01% 649
2025
Q4 		$1.08M Sell
26,006
-31,019
-54% -$1.27M 0.01% 653
2025
Q3 		$2.3M Buy
57,025
+15,101
+36% +$588K 0.02% 411
2025
Q2 		$1.57M Buy
41,924
+11,131
+36% +$400K 0.02% 502
2025
Q1 		$1.1M Sell
30,793
-8,664
-22% -$323K 0.01% 572
2024
Q4 		$1.47M Sell
39,457
-4,411
-10% -$168K 0.02% 509
2024
Q3 		$1.63M Buy
43,868
+14,902
+51% +$538K 0.02% 502
2024
Q2 		$1.01M Buy
28,966
+18,390
+174% +$639K 0.01% 616
2024
Q1 		$374K Sell
10,576
-583
-5% -$20K 0.01% 839
2023
Q4 		$383K Sell
11,159
-6,333
-36% -$197K 0.01% 823
2023
Q3 		$537K Sell
17,492
-1,030
-6% -$32.9K 0.01% 612
2023
Q2 		$592K Hold
18,522
– – 0.01% 578
2023
Q1 		$569K Buy
18,522
+6,428
+53% +$200K 0.01% 571
2022
Q4 		$362K Sell
12,094
-5,092
-30% -$152K 0.01% 601
2022
Q3 		$484K Hold
17,186
– – 0.02% 468
2022
Q2 		$486K Sell
17,186
-162
-0.9% -$4.77K 0.02% 425
2022
Q1 		$542K Buy
17,348
+7,000
+68% +$217K 0.02% 416
2021
Q4 		$335K Hold
10,348
– – 0.01% 563
2021
Q3 		$322K Buy
+10,348
New +$321K 0.01% 553

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

OneDigital Investment Advisors's KJAN Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 27,433 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #664.

OneDigital Investment Advisors first reported a position in KJAN in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.3M in Q3 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • OneDigital Investment Advisors held 27,433 shares of Innovator US Small Cap Power Buffer ETF January worth $1.25M as of Q2 2026.
  • OneDigital Investment Advisors bought 424 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $18.8K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #664 holding.
  • OneDigital Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2021 and has held it in 20 quarters since.
  • OneDigital Investment Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $2.3M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.