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
2026 Q2	$241K	Hold	5,273	–	–	0.01%	562
2026 Q1	$220K	Hold	5,273	–	–	0.01%	554
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

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SageView Advisory Group's KJAN Position: Q2 2026 in Review

SageView Advisory Group held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 5,273 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #562.

SageView Advisory Group first reported a position in KJAN in Q4 2022 and has held it in 15 quarters since. The position peaked at $721K in Q1 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

SageView Advisory Group held 5,273 shares of Innovator US Small Cap Power Buffer ETF January worth $241K as of Q2 2026.
SageView Advisory Group left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #562 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 15 quarters since.
SageView Advisory Group's Innovator US Small Cap Power Buffer ETF January position peaked at $721K in Q1 2024.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.