Sigma Planning Corp
KJAN icon

Sigma Planning Corp’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Sigma Planning Corp’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 		$272K Sell
5,965
-1
-0% -$46 0.01% 1103
2026
Q2 		$272K Buy
5,966
+63
+1% +$2.79K 0.01% 1167
2026
Q1 		$246K Buy
5,903
+833
+16% +$35.3K 0.01% 1129
2025
Q4 		$239K Sell
5,070
-93
-2% -$3.82K 0.01% 1127
2025
Q3 		$208K Buy
+5,163
New +$201K 0.01% 1201
2025
Q2 		– Sell
-6,673
Closed -$238K – 1300
2025
Q1 		$238K Buy
6,673
+546
+9% +$20.3K 0.01% 1048
2024
Q4 		$229K Buy
6,127
+55
+0.9% +$2.09K 0.01% 1031
2024
Q3 		$225K Sell
6,072
-1,109
-15% -$40K 0.01% 1084
2024
Q2 		$251K Sell
7,181
-6,438
-47% -$224K 0.01% 996
2024
Q1 		$482K Buy
+13,619
New +$467K 0.02% 777

Other funds holding KJAN

PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sigma Planning Corp's KJAN Position: Q3 2026 in Review

Sigma Planning Corp reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.02% in Q3 2026, selling an estimated $46 and leaving 5,965 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1103.

Sigma Planning Corp first reported a position in KJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $482K in Q1 2024. 57 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

  • Sigma Planning Corp held 5,965 shares of Innovator US Small Cap Power Buffer ETF January worth $272K as of Q3 2026.
  • Sigma Planning Corp sold 1 Innovator US Small Cap Power Buffer ETF January share in Q3 2026, an estimated $46.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1103 holding.
  • Sigma Planning Corp first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
  • Sigma Planning Corp's Innovator US Small Cap Power Buffer ETF January position peaked at $482K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.