Commonwealth Equity Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Commonwealth Equity 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
2026 Q1	$9.05M	Sell	216,854 -28,415	-12%	-$1.2M	0.01%	937
2025 Q4	$10.2M	Sell	245,269 -6,533	-3%	-$268K	0.01%	880
2025 Q3	$10.2M	Sell	251,802 -135,262	-35%	-$5.26M	0.01%	912
2025 Q2	$14.5M	Sell	387,064 -47,779	-11%	-$1.72M	0.02%	709
2025 Q1	$15.5M	Buy	434,843 +58,968	+16%	+$2.2M	0.02%	663
2024 Q4	$14M	Sell	375,875 -118,651	-24%	-$4.52M	0.02%	670
2024 Q3	$18.3M	Buy	494,526 +112,377	+29%	+$4.06M	0.03%	550
2024 Q2	$13.3M	Sell	382,149 -7,801	-2%	-$271K	0.02%	681
2024 Q1	$13.8M	Buy	389,950 +279,399	+253%	+$9.57M	0.02%	645
2023 Q4	$3.79M	Buy	110,551 +20,812	+23%	+$647K	0.01%	1271
2023 Q3	$2.76M	Sell	89,739 -8,703	-9%	-$278K	0.01%	1390
2023 Q2	$3.15M	Buy	98,442 +2,867	+3%	+$88.5K	0.01%	1326
2023 Q1	$2.94K	Buy	95,575 +18,327	+24%	+$569K	0.01%	1304
2022 Q4	$2.31M	Buy	77,248 +47,018	+156%	+$1.41M	0.01%	1417
2022 Q3	$851K	Sell	30,230 -4,691	-13%	-$139K	﹤0.01%	2014
2022 Q2	$986K	Sell	34,921 -1,269	-4%	-$37.4K	﹤0.01%	1911
2022 Q1	$1.13M	Buy	36,190 +7,800	+27%	+$242K	﹤0.01%	1899
2021 Q4	$919K	Buy	28,390 +1,440	+5%	+$45.6K	﹤0.01%	2052
2021 Q3	$839K	Buy	26,950 +115	+0.4%	+$3.57K	﹤0.01%	2064
2021 Q2	$837K	Sell	26,835 -1,695	-6%	-$52.2K	﹤0.01%	2051
2021 Q1	$868K	Sell	28,530 -15,781	-36%	-$473K	﹤0.01%	1904
2020 Q4	$1.28M	Sell	44,311 -268,994	-86%	-$7.45M	﹤0.01%	1498
2020 Q3	$8.12M	Buy	313,305 +297,077	+1,831%	+$7.66M	0.03%	503
2020 Q2	$405K	Sell	16,228 -3,648	-18%	-$86.3K	﹤0.01%	2050
2020 Q1	$429K	Buy	+19,876	New	+$499K	﹤0.01%	1800

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 $247M AUM 29.02% 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

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 $1.09B AUM 20.64% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Commonwealth Equity Services's KJAN Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 12% in Q1 2026, selling an estimated $1.2M and leaving 216,854 shares worth $9.05M. The position accounts for 0.01% of the portfolio, ranked #937.

Commonwealth Equity Services first reported a position in KJAN in Q1 2020 and has held it in 25 quarters since. The position peaked at $18.3M in Q3 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Commonwealth Equity Services held 216,854 shares of Innovator US Small Cap Power Buffer ETF January worth $9.05M as of Q1 2026.
Commonwealth Equity Services sold 28,415 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $1.2M.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #937 holding.
Commonwealth Equity Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 25 quarters since.
Commonwealth Equity Services's Innovator US Small Cap Power Buffer ETF January position peaked at $18.3M in Q3 2024.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.