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Retirement Guys Formula’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Retirement Guys Formula’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 		$530K Buy
+12,709
New +$538K 0.24% 94

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 $247M AUM 29.02% 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 $1.09B AUM 20.64% 1-Year Est. Return

Retirement Guys Formula's KJAN Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2026: 12,709 shares worth $530K. The stake represents 0.24% of the portfolio and ranks #94 among its holdings.

128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Retirement Guys Formula held 12,709 shares of Innovator US Small Cap Power Buffer ETF January worth $530K as of Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new Retirement Guys Formula position in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.24% of Retirement Guys Formula's portfolio in Q1 2026, its #94 holding.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.