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Pinnacle Wealth Planning Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Pinnacle Wealth Planning 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 		$34.8K Hold
833
– – ﹤0.01% 1404
2025
Q4 		$34.5K Buy
+833
New +$34.2K ﹤0.01% 1434

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PP
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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

Pinnacle Wealth Planning Services's KJAN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 833 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Pinnacle Wealth Planning Services first reported a position in KJAN in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 833 shares of Innovator US Small Cap Power Buffer ETF January worth $34.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1404 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.