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World Investment Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

World Investment Advisors’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 		$646K Sell
14,998
-215
-1% -$9.52K 0.01% 849
2026
Q1 		$635K Sell
15,213
-2,569
-14% -$109K 0.01% 883
2025
Q4 		$737K Buy
17,782
+5,187
+41% +$213K 0.01% 787
2025
Q3 		$508K Sell
12,595
-1,150
-8% -$44.8K 0.01% 777
2025
Q2 		$515K Hold
13,745
– – 0.01% 723
2025
Q1 		$491K Buy
+13,745
New +$512K 0.01% 696

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

World Investment Advisors's KJAN Position: Q2 2026 in Review

World Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 1.4% in Q2 2026, selling an estimated $9.52K and leaving 14,998 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #849.

World Investment Advisors first reported a position in KJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $737K in Q4 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • World Investment Advisors held 14,998 shares of Innovator US Small Cap Power Buffer ETF January worth $646K as of Q2 2026.
  • World Investment Advisors sold 215 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $9.52K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #849 holding.
  • World Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $737K 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.