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Advus Financial Partners, LLC’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Advus Financial Partners, LLC’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
2025
Q4 		– Sell
-5,477
Closed -$221K – 265
2025
Q3 		$221K Sell
5,477
-3,016
-36% -$117K 0.05% 243
2025
Q2 		$318K Sell
8,493
-7,398
-47% -$266K 0.08% 183
2025
Q1 		$568K Buy
+15,891
New +$592K 0.16% 101

Other funds holding KJAN

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
CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Advus Financial Partners, LLC's KJAN Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2025, closing a stake of 5,477 shares — an estimated $221K sold.

Advus Financial Partners, LLC first reported a position in KJAN in Q1 2025 and held it in 3 quarters. The position peaked at $568K in Q1 2025. 122 funds tracked by Wall St. Rank hold KJAN as of Q4 2025.

  • Advus Financial Partners, LLC reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,477 Innovator US Small Cap Power Buffer ETF January shares in Q4 2025, an estimated $221K.
  • Advus Financial Partners, LLC first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2025 and held it in 3 quarters.
  • Advus Financial Partners, LLC's Innovator US Small Cap Power Buffer ETF January position peaked at $568K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.