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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
Q2 		$508K Sell
11,143
-1,566
-12% -$69.3K 0.19% 104
2026
Q1 		$530K Buy
+12,709
New +$538K 0.24% 94

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

Retirement Guys Formula's KJAN Position: Q2 2026 in Review

Retirement Guys Formula reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 12% in Q2 2026, selling an estimated $69.3K and leaving 11,143 shares worth $508K. The position accounts for 0.19% of the portfolio, ranked #104.

Retirement Guys Formula first reported a position in KJAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $530K in Q1 2026. 137 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Retirement Guys Formula held 11,143 shares of Innovator US Small Cap Power Buffer ETF January worth $508K as of Q2 2026.
  • Retirement Guys Formula sold 1,566 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $69.3K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.19% of Retirement Guys Formula's portfolio in Q2 2026, its #104 holding.
  • Retirement Guys Formula first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • Retirement Guys Formula's Innovator US Small Cap Power Buffer ETF January position peaked at $530K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.