Stonebridge Financial Group (Pennsylvania)’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$314K	Hold	6,875	–	–	0.02%	220
2026 Q1	$287K	Buy	6,875 +1,864	+37%	+$78.9K	0.02%	217
2025 Q4	$208K	Hold	5,011	–	–	0.02%	240
2025 Q3	$202K	Buy	+5,011	New	+$195K	0.02%	237
2025 Q2	–	Sell	-5,011	Closed	-$179K	–	594
2025 Q1	$179K	Buy	5,011 +1,059	+27%	+$39.4K	0.02%	230
2024 Q4	$148K	Buy	+3,952	New	+$150K	0.02%	250

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KJAN Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 6,875 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #220.

Stonebridge Financial Group (Pennsylvania) first reported a position in KJAN in Q4 2024 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 6,875 shares of Innovator US Small Cap Power Buffer ETF January worth $314K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) 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 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #220 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.