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

Capital Investment Advisory Services’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
Q3 		– Sell
-100
Closed -$3.75K – 1118
2025
Q2 		$3.75K Buy
100
+30
+43% +$1.08K ﹤0.01% 997
2025
Q1 		$2.5K Sell
70
-29,891
-100% -$1.11M ﹤0.01% 952
2024
Q4 		$1.12M Sell
29,961
-1,254
-4% -$47.7K 0.11% 176
2024
Q3 		$1.16M Buy
31,215
+27,854
+829% +$1.01M 0.11% 180
2024
Q2 		$117K Hold
3,361
– – 0.01% 546
2024
Q1 		$119K Buy
3,361
+1,025
+44% +$35.1K 0.01% 540
2023
Q4 		$80.1K Buy
+2,336
New +$72.6K 0.01% 617
2021
Q2 		– Sell
-27,375
Closed -$833K – 796
2021
Q1 		$833K Hold
27,375
– – 0.12% 172
2020
Q4 		$794K Buy
+27,375
New +$758K 0.12% 175

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 $216M AUM 14.59% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Capital Investment Advisory Services's KJAN Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q3 2025, closing a stake of 100 shares — an estimated $3.75K sold.

Capital Investment Advisory Services first reported a position in KJAN in Q4 2020 and held it in 9 quarters. The position peaked at $1.16M in Q3 2024. 116 funds tracked by Wall St. Rank hold KJAN as of Q3 2025.

  • Capital Investment Advisory Services reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 100 Innovator US Small Cap Power Buffer ETF January shares in Q3 2025, an estimated $3.75K.
  • Capital Investment Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and held it in 9 quarters.
  • Capital Investment Advisory Services's Innovator US Small Cap Power Buffer ETF January position peaked at $1.16M in Q3 2024.
  • 116 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.