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Todd Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Todd Wealth Management’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 		– Sell
-4,389
Closed -$200K – 114
2026
Q2 		$200K Buy
+4,389
New +$194K 0.15% 106

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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
Investment Management Corporation
Investment Management Corporation Roanoke, Virginia $127M AUM 12.34% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

Todd Wealth Management's KJAN Position: Q3 2026 in Review

Todd Wealth Management sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2026, closing a stake of 4,389 shares — an estimated $200K sold.

Todd Wealth Management first reported a position in KJAN in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 72 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

  • Todd Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2026 after selling out during the quarter.
  • Todd Wealth Management sold 4,389 Innovator US Small Cap Power Buffer ETF January shares in Q3 2026, an estimated $200K.
  • Todd Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2026 and held it in 1 quarter.
  • Todd Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $200K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.