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

Sherry 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 Q3	$2.31M	Buy	50,721 +41,436	+446%	+$1.9M	2.17%	12
2026 Q2	$294K	Buy	9,285 +5,120	+123%	+$227K	0.29%	40
2026 Q1	$222K	Sell	4,165 -76,577	-95%	-$3.24M	0.24%	37
2025 Q4	$3.37M	Buy	+80,742	New	+$3.31M	3.53%	7

Other funds holding KJAN

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Sherry Group's KJAN Position: Q3 2026 in Review

Sherry Group increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 446% in Q3 2026, buying an estimated $1.9M and bringing the position to 50,721 shares worth $2.31M. The position accounts for 2.17% of the portfolio, ranked #12.

Sherry Group first reported a position in KJAN in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.37M in Q4 2025. 8 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

Sherry Group held 50,721 shares of Innovator US Small Cap Power Buffer ETF January worth $2.31M as of Q3 2026.
Sherry Group bought 41,436 Innovator US Small Cap Power Buffer ETF January shares in Q3 2026, an estimated $1.9M.
Innovator US Small Cap Power Buffer ETF January made up 2.17% of Sherry Group's portfolio in Q3 2026, its #12 holding.
Sherry Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 4 quarters since.
Sherry Group's Innovator US Small Cap Power Buffer ETF January position peaked at $3.37M in Q4 2025.
8 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.