Wood Tarver Financial Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Wood Tarver Financial Group’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	$1.82M	Sell	43,648 -156	-0.4%	-$6.61K	0.5%	34
2025 Q4	$1.81M	Sell	43,804 -6,243	-12%	-$256K	0.51%	33
2025 Q3	$2.02M	Sell	50,047 -3,882	-7%	-$151K	0.6%	30
2025 Q2	$2.02M	Sell	53,929 -2,308	-4%	-$82.9K	0.61%	29
2025 Q1	$2.01M	Buy	56,237 +42,664	+314%	+$1.59M	0.65%	25
2024 Q4	$506K	Buy	+13,573	New	+$517K	0.17%	78

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 $247M AUM 29.02% 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 $1.09B AUM 20.64% 1-Year Est. Return

Wood Tarver Financial Group's KJAN Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.36% in Q1 2026, selling an estimated $6.61K and leaving 43,648 shares worth $1.82M. The position accounts for 0.5% of the portfolio, ranked #34.

Wood Tarver Financial Group first reported a position in KJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2025. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Wood Tarver Financial Group held 43,648 shares of Innovator US Small Cap Power Buffer ETF January worth $1.82M as of Q1 2026.
Wood Tarver Financial Group sold 156 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $6.61K.
Innovator US Small Cap Power Buffer ETF January made up 0.5% of Wood Tarver Financial Group's portfolio in Q1 2026, its #34 holding.
Wood Tarver Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Innovator US Small Cap Power Buffer ETF January position peaked at $2.02M in Q2 2025.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.