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Capital Analysts LLC’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Capital Analysts 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
2026
Q2 		$1.35M Sell
29,604
-1,213
-4% -$53.7K 0.03% 322
2026
Q1 		$1.29M Buy
30,817
+118
+0.4% +$5K 0.03% 304
2025
Q4 		$1.27M Sell
30,699
-2,528
-8% -$104K 0.04% 288
2025
Q3 		$1.34M Hold
33,227
– – 0.04% 268
2025
Q2 		$1.25M Sell
33,227
-772
-2% -$27.7K 0.04% 253
2025
Q1 		$1.22M Buy
33,999
+7,267
+27% +$271K 0.05% 242
2024
Q4 		$998K Hold
26,732
– – 0.04% 247
2024
Q3 		$991K Hold
26,732
– – 0.04% 245
2024
Q2 		$933K Hold
26,732
– – 0.04% 255
2024
Q1 		$946K Buy
26,732
+695
+3% +$23.8K 0.04% 249
2023
Q4 		$893K Hold
26,037
– – 0.05% 241
2023
Q3 		$800K Sell
26,037
-201
-0.8% -$6.43K 0.04% 246
2023
Q2 		$839K Hold
26,238
– – 0.05% 241
2023
Q1 		$806K Sell
26,238
-1,543
-6% -$47.9K 0.05% 241
2022
Q4 		$831K Sell
27,781
-370
-1% -$11.1K 0.05% 235
2022
Q3 		$793K Buy
28,151
+217
+0.8% +$6.43K 0.05% 231
2022
Q2 		$789K Sell
27,934
-2,005
-7% -$59.1K 0.05% 229
2022
Q1 		$935K Sell
29,939
-1,719
-5% -$53.2K 0.06% 222
2021
Q4 		$1.03M Buy
+31,658
New +$1M 0.06% 217

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

Capital Analysts LLC's KJAN Position: Q2 2026 in Review

Capital Analysts LLC reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 3.9% in Q2 2026, selling an estimated $53.7K and leaving 29,604 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #322.

Capital Analysts LLC first reported a position in KJAN in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Capital Analysts LLC held 29,604 shares of Innovator US Small Cap Power Buffer ETF January worth $1.35M as of Q2 2026.
  • Capital Analysts LLC sold 1,213 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $53.7K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #322 holding.
  • Capital Analysts LLC first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.