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

Outlook Wealth 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	$227K	Hold	4,983	–	–	0.05%	288
2026 Q1	$208K	Sell	4,983 -670	-12%	-$28.4K	0.05%	304
2025 Q4	$234K	Sell	5,653 -802	-12%	-$32.9K	0.05%	279
2025 Q3	$260K	Hold	6,455	–	–	0.06%	260
2025 Q2	$242K	Hold	6,455	–	–	0.06%	253
2025 Q1	$231K	Buy	+6,455	New	+$240K	0.06%	251

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

Outlook Wealth Advisors's KJAN Position: Q2 2026 in Review

Outlook Wealth Advisors held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 4,983 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #288.

Outlook Wealth Advisors first reported a position in KJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $260K in Q3 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Outlook Wealth Advisors held 4,983 shares of Innovator US Small Cap Power Buffer ETF January worth $227K as of Q2 2026.
Outlook Wealth Advisors left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF January made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #288 holding.
Outlook Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
Outlook Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $260K 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 Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.