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Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Valtinson Bruner Financial Planning’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 		$372K Hold
8,906
– – 0.1% 104
2025
Q4 		$369K Hold
8,906
– – 0.11% 100
2025
Q3 		$359K Buy
8,906
+652
+8% +$25.4K 0.11% 102
2025
Q2 		$309K Hold
8,254
– – 0.1% 106
2025
Q1 		$295K Hold
8,254
– – 0.1% 104
2024
Q4 		$308K Hold
8,254
– – 0.11% 109
2024
Q3 		$306K Sell
8,254
-1,831
-18% -$66.1K 0.11% 106
2024
Q2 		$352K Buy
10,085
+1,431
+17% +$49.7K 0.14% 94
2024
Q1 		$306K Sell
8,654
-1,288
-13% -$44.1K 0.13% 95
2023
Q4 		$341K Hold
9,942
– – 0.18% 90
2023
Q3 		$305K Hold
9,942
– – 0.17% 93
2023
Q2 		$318K Sell
9,942
-1,156
-10% -$35.7K 0.17% 89
2023
Q1 		$341K Buy
11,098
+1,188
+12% +$36.9K 0.19% 89
2022
Q4 		$307K Sell
9,910
-95,701
-91% -$2.86M 0.18% 91
2022
Q3 		$2.98M Sell
105,611
-1,155
-1% -$34.2K 1.84% 16
2022
Q2 		$3.02M Sell
106,766
-339
-0.3% -$9.99K 1.84% 15
2022
Q1 		$3.28M Sell
107,105
-550
-0.5% -$17K 1.88% 14
2021
Q4 		$3.49M Sell
107,655
-1,489
-1% -$47.1K 1.91% 14
2021
Q3 		$3.45M Sell
109,144
-782
-0.7% -$24.3K 1.9% 16
2021
Q2 		$3.37M Sell
109,926
-1,219
-1% -$37.6K 1.93% 17
2021
Q1 		$3.4M Sell
111,145
-761
-0.7% -$22.8K 2% 18
2020
Q4 		$3.31M Buy
111,906
+99,316
+789% +$2.75M 2.08% 14
2020
Q3 		$334K Sell
12,590
-1,529
-11% -$39.4K 0.23% 57
2020
Q2 		$371K Hold
14,119
– – 0.26% 59
2020
Q1 		$326K Buy
+14,119
New +$355K 0.26% 53

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
PP
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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

Valtinson Bruner Financial Planning's KJAN Position: Q1 2026 in Review

Valtinson Bruner Financial Planning held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 8,906 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #104.

Valtinson Bruner Financial Planning first reported a position in KJAN in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q4 2021. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Valtinson Bruner Financial Planning held 8,906 shares of Innovator US Small Cap Power Buffer ETF January worth $372K as of Q1 2026.
  • Valtinson Bruner Financial Planning left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #104 holding.
  • Valtinson Bruner Financial Planning first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 25 quarters since.
  • Valtinson Bruner Financial Planning's Innovator US Small Cap Power Buffer ETF January position peaked at $3.49M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.