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 Q3	$855K	Hold	18,762	–	–	0.21%	58
2026 Q2	$856K	Hold	18,762	–	–	0.22%	55
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

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Investment Management Corporation Roanoke, Virginia $127M AUM 12.34% 1-Year Est. Return

Crown Wealth Group's KJAN Position: Q3 2026 in Review

Crown Wealth Group held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q3 2026 at 18,762 shares worth $855K. The position accounts for 0.21% of the portfolio, ranked #58.

Crown Wealth Group first reported a position in KJAN in Q3 2024 and has held it in 8 quarters since. The position peaked at $856K in Q2 2026. 83 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

Crown Wealth Group held 18,762 shares of Innovator US Small Cap Power Buffer ETF January worth $855K as of Q3 2026.
Crown Wealth Group left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q3 2026.
Innovator US Small Cap Power Buffer ETF January made up 0.21% of Crown Wealth Group's portfolio in Q3 2026, its #58 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 8 quarters since.
Crown Wealth Group's Innovator US Small Cap Power Buffer ETF January position peaked at $856K in Q2 2026.
83 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.