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

Tradition 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 Q2	$543K	Sell	11,908 -497	-4%	-$22K	0.03%	295
2026 Q1	$518K	Sell	12,405 -249	-2%	-$10.5K	0.04%	283
2025 Q4	$524K	Buy	12,654 +3,168	+33%	+$130K	0.04%	279
2025 Q3	$383K	Sell	9,486 -766	-7%	-$29.8K	0.03%	327
2025 Q2	$384K	Sell	10,252 -20	-0.2%	-$719	0.03%	305
2025 Q1	$367K	Sell	10,272 -254	-2%	-$9.46K	0.03%	300
2024 Q4	$393K	Hold	10,526	–	–	0.03%	283
2024 Q3	$390K	Hold	10,526	–	–	0.03%	280
2024 Q2	$367K	Hold	10,526	–	–	0.04%	282
2024 Q1	$372K	Buy	+10,526	New	+$361K	0.04%	264
2021 Q3	–	Sell	-90,174	Closed	-$2.81M	–	1188
2021 Q2	$2.81M	Sell	90,174 -114,203	-56%	-$3.52M	0.42%	67
2021 Q1	$6.22M	Buy	204,377 +78,052	+62%	+$2.34M	1.08%	22
2020 Q4	$3.66M	Buy	+126,325	New	+$3.5M	0.71%	41

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Tradition Wealth Management's KJAN Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 4% in Q2 2026, selling an estimated $22K and leaving 11,908 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #295.

Tradition Wealth Management first reported a position in KJAN in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.22M in Q1 2021. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Tradition Wealth Management held 11,908 shares of Innovator US Small Cap Power Buffer ETF January worth $543K as of Q2 2026.
Tradition Wealth Management sold 497 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $22K.
Innovator US Small Cap Power Buffer ETF January made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #295 holding.
Tradition Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and has held it in 13 quarters since.
Tradition Wealth Management's Innovator US Small Cap Power Buffer ETF January position peaked at $6.22M in Q1 2021.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.