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Phoenix Financial’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Phoenix Financial’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
2025
Q4 		– Sell
-5,725
Closed -$230K – 488
2025
Q3 		$230K Sell
5,725
-930
-14% -$36.2K ﹤0.01% 424
2025
Q2 		$249K Hold
6,655
– – ﹤0.01% 369
2025
Q1 		$237K Buy
+6,655
New +$248K ﹤0.01% 327

Other funds holding KJAN

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
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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 $94B AUM 20.14% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Phoenix Financial's KJAN Position: Q4 2025 in Review

Phoenix Financial sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2025, closing a stake of 5,725 shares — an estimated $230K sold.

Phoenix Financial first reported a position in KJAN in Q1 2025 and held it in 3 quarters. The position peaked at $249K in Q2 2025. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2025.

  • Phoenix Financial reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Phoenix Financial sold 5,725 Innovator US Small Cap Power Buffer ETF January shares in Q4 2025, an estimated $230K.
  • Phoenix Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2025 and held it in 3 quarters.
  • Phoenix Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $249K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.