Wealth Enhancement Advisory Services
KJAN icon

Wealth Enhancement Advisory Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.99M Sell
43,514
-23,595
-35% -$1.04M ﹤0.01% 1572
2026
Q1 		$2.82M Sell
67,109
-26,929
-29% -$1.14M 0.01% 1204
2025
Q4 		$3.97M Sell
94,038
-1,751
-2% -$71.9K 0.01% 1138
2025
Q3 		$3.88M Sell
95,789
-794
-0.8% -$30.9K 0.01% 1081
2025
Q2 		$3.69M Buy
96,583
+57,945
+150% +$2.08M 0.01% 1046
2025
Q1 		$1.38M Buy
38,638
+271
+0.7% +$10.1K ﹤0.01% 1436
2024
Q4 		$1.43M Buy
38,367
+5,267
+16% +$200K ﹤0.01% 1347
2024
Q3 		$1.23M Hold
33,100
– – ﹤0.01% 1291
2024
Q2 		$1.16M Buy
33,100
+596
+2% +$20.7K ﹤0.01% 1211
2024
Q1 		$1.15M Buy
32,504
+727
+2% +$24.9K ﹤0.01% 1173
2023
Q4 		$1.09M Buy
31,777
+1,450
+5% +$45.1K ﹤0.01% 1140
2023
Q3 		$932K Buy
+30,327
New +$970K ﹤0.01% 1135

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
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
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

Wealth Enhancement Advisory Services's KJAN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 35% in Q2 2026, selling an estimated $1.04M and leaving 43,514 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Wealth Enhancement Advisory Services first reported a position in KJAN in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.97M in Q4 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,514 shares of Innovator US Small Cap Power Buffer ETF January worth $1.99M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 23,595 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $1.04M.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1572 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Innovator US Small Cap Power Buffer ETF January position peaked at $3.97M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.