Clear Point Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Clear Point 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 Q1	–	Sell	-12,004	Closed	-$497K	–	114
2025 Q4	$497K	Sell	12,004 -845	-7%	-$34.7K	0.39%	79
2025 Q3	$519K	Hold	12,849	–	–	0.4%	76
2025 Q2	$482K	Sell	12,849 -1,400	-10%	-$50.3K	0.41%	71
2025 Q1	$509K	Hold	14,249	–	–	0.46%	62
2024 Q4	$532K	Sell	14,249 -100	-0.7%	-$3.81K	0.46%	65
2024 Q3	$532K	Hold	14,349	–	–	0.41%	64
2024 Q2	$501K	Hold	14,349	–	–	0.41%	62
2024 Q1	$508K	Buy	14,349 +5,181	+57%	+$178K	0.42%	63
2023 Q4	$492K	Buy	+9,168	New	+$285K	0.44%	61

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Clear Point Advisors's KJAN Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2026, closing a stake of 12,004 shares — an estimated $497K sold.

Clear Point Advisors first reported a position in KJAN in Q4 2023 and held it in 9 quarters. The position peaked at $532K in Q4 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 12,004 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $497K.
Clear Point Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $532K in Q4 2024.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.