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 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

CAG

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

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

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

Sigma Planning Corp's KJAN Position: Q1 2026 in Review

Sigma Planning Corp increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 16% in Q1 2026, buying an estimated $35.3K and bringing the position to 5,903 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1129.

Sigma Planning Corp first reported a position in KJAN in Q1 2024 and has held it in 8 quarters since. The position peaked at $482K in Q1 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Sigma Planning Corp held 5,903 shares of Innovator US Small Cap Power Buffer ETF January worth $246K as of Q1 2026.
Sigma Planning Corp bought 833 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $35.3K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1129 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 8 quarters since.
Sigma Planning Corp's Innovator US Small Cap Power Buffer ETF January position peaked at $482K in Q1 2024.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.