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Cape Investment Advisory’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Cape Investment Advisory’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 		$11.4K Buy
+250
New +$11.1K ﹤0.01% 834
2026
Q1 		– Sell
-250
Closed -$10.4K – 733
2025
Q4 		$10.4K Buy
+250
New +$10.3K ﹤0.01% 751
2025
Q3 		– Sell
-250
Closed -$9.37K – 1022
2025
Q2 		$9.37K Hold
250
– – ﹤0.01% 647
2025
Q1 		$8.94K Hold
250
– – ﹤0.01% 629
2024
Q4 		$9.34K Buy
+250
New +$9.52K ﹤0.01% 600

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

Cape Investment Advisory's KJAN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026: 250 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KJAN as recently as Q4 2025.

Cape Investment Advisory first reported a position in KJAN in Q4 2024 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Cape Investment Advisory held 250 shares of Innovator US Small Cap Power Buffer ETF January worth $11.4K as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new Cape Investment Advisory position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #834 holding.
  • Cape Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.