Whittier Trust’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Whittier Trust’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	$8.42K	Hold	200	–	–	﹤0.01%	1148
2025 Q4	$8.44K	Hold	200	–	–	﹤0.01%	1161
2025 Q3	$8.14K	Hold	200	–	–	﹤0.01%	1156
2025 Q2	$7.49K	Hold	200	–	–	﹤0.01%	1280
2025 Q1	$7.15K	Hold	200	–	–	﹤0.01%	1268
2024 Q4	$7.47K	Hold	200	–	–	﹤0.01%	1294
2024 Q3	$7.41K	Hold	200	–	–	﹤0.01%	1320
2024 Q2	$6.98K	Hold	200	–	–	﹤0.01%	1297
2024 Q1	$7.07K	Hold	200	–	–	﹤0.01%	1316
2023 Q4	$6.86K	Hold	200	–	–	﹤0.01%	1279
2023 Q3	$6.14K	Hold	200	–	–	﹤0.01%	1339
2023 Q2	$6.4K	Hold	200	–	–	﹤0.01%	1333
2023 Q1	$6.14K	Hold	200	–	–	﹤0.01%	1372
2022 Q4	$5.98K	Hold	200	–	–	﹤0.01%	1368
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	1421
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	1400
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	1422
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	1388
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	1312
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	1338
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	1320
2020 Q4	$6K	Buy	+200	New	+$5.54K	﹤0.01%	1217

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Whittier Trust's KJAN Position: Q1 2026 in Review

Whittier Trust held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q1 2026 at 200 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Whittier Trust first reported a position in KJAN in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.44K in Q4 2025. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Whittier Trust held 200 shares of Innovator US Small Cap Power Buffer ETF January worth $8.42K as of Q1 2026.
Whittier Trust 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 ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1148 holding.
Whittier Trust first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and has held it in 22 quarters since.
Whittier Trust's Innovator US Small Cap Power Buffer ETF January position peaked at $8.44K in Q4 2025.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.