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

Winnow Wealth’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 		$223K Sell
4,886
-111
-2% -$4.92K 0.15% 129
2026
Q1 		$208K Sell
4,997
-656
-12% -$27.8K 0.16% 118
2025
Q4 		$237K Sell
5,653
-871
-13% -$35.8K 0.18% 97
2025
Q3 		$267K Buy
+6,524
New +$254K 0.21% 95
2025
Q2 		– Sell
-6,709
Closed -$240K – 440
2025
Q1 		$240K Sell
6,709
-366
-5% -$13.6K 0.22% 90
2024
Q4 		$263K Buy
+7,075
New +$269K 0.26% 88

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

Winnow Wealth's KJAN Position: Q2 2026 in Review

Winnow Wealth reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 2.2% in Q2 2026, selling an estimated $4.92K and leaving 4,886 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #129.

Winnow Wealth first reported a position in KJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q3 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Winnow Wealth held 4,886 shares of Innovator US Small Cap Power Buffer ETF January worth $223K as of Q2 2026.
  • Winnow Wealth sold 111 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $4.92K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #129 holding.
  • Winnow Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $267K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.