Crown Wealth Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Crown Wealth Group’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	$783K	Buy	18,762 +10,662	+132%	+$452K	0.23%	52
2025 Q4	$336K	Hold	8,100	–	–	0.09%	89
2025 Q3	$327K	Buy	+8,100	New	+$315K	0.1%	85
2025 Q2	–	Sell	-16,699	Closed	-$597K	–	125
2025 Q1	$597K	Sell	16,699 -1,100	-6%	-$41K	0.31%	45
2024 Q4	$665K	Hold	17,799	–	–	0.27%	50
2024 Q3	$660K	Buy	+17,799	New	+$642K	0.29%	52

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

Crown Wealth Group's KJAN Position: Q1 2026 in Review

Crown Wealth Group increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 132% in Q1 2026, buying an estimated $452K and bringing the position to 18,762 shares worth $783K. The position accounts for 0.23% of the portfolio, ranked #52.

Crown Wealth Group first reported a position in KJAN in Q3 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Crown Wealth Group held 18,762 shares of Innovator US Small Cap Power Buffer ETF January worth $783K as of Q1 2026.
Crown Wealth Group bought 10,662 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $452K.
Innovator US Small Cap Power Buffer ETF January made up 0.23% of Crown Wealth Group's portfolio in Q1 2026, its #52 holding.
Crown Wealth Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q3 2024 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.