SageView Advisory Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

SageView Advisory Group’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	$218K	Sell	5,273 -1,532	-23%	-$62.9K	0.01%	573
2025 Q3	$275K	Hold	6,805	–	–	0.01%	543
2025 Q2	$261K	Hold	6,805	–	–	0.01%	534
2025 Q1	$243K	Buy	6,805 +258	+4%	+$9.61K	0.01%	527
2024 Q4	$245K	Sell	6,547 -1,374	-17%	-$52.3K	0.01%	512
2024 Q3	$294K	Sell	7,921 -5,314	-40%	-$192K	0.01%	405
2024 Q2	$462K	Sell	13,235 -12,444	-48%	-$432K	0.02%	352
2024 Q1	$721K	Buy	25,679 +9,425	+58%	+$323K	0.04%	254
2023 Q4	$554K	Buy	16,254 +3,037	+23%	+$94.4K	0.02%	370
2023 Q3	$406K	Sell	13,217 -2,861	-18%	-$91.5K	0.02%	360
2023 Q2	$514K	Buy	16,078 +2,433	+18%	+$75.1K	0.03%	348
2023 Q1	$419K	Buy	13,645 +361	+3%	+$11.2K	0.03%	333
2022 Q4	$397K	Buy	+13,284	New	+$398K	0.03%	275

Other funds holding KJAN

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

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

SageView Advisory Group's KJAN Position: Q4 2025 in Review

SageView Advisory Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 23% in Q4 2025, selling an estimated $62.9K and leaving 5,273 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #573.

SageView Advisory Group first reported a position in KJAN in Q4 2022 and has held it in 13 quarters since. The position peaked at $721K in Q1 2024. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2025.

SageView Advisory Group held 5,273 shares of Innovator US Small Cap Power Buffer ETF January worth $218K as of Q4 2025.
SageView Advisory Group sold 1,532 Innovator US Small Cap Power Buffer ETF January shares in Q4 2025, an estimated $62.9K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #573 holding.
SageView Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Innovator US Small Cap Power Buffer ETF January position peaked at $721K in Q1 2024.
121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.