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

Curio Wealth’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
Q4 		– Sell
-400
Closed -$16.1K – 477
2025
Q3 		$16.1K Hold
400
– – 0.01% 168
2025
Q2 		$15K Buy
+400
New +$14.4K 0.01% 181

Other funds holding KJAN

PP
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
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Curio Wealth's KJAN Position: Q4 2025 in Review

Curio Wealth sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2025, closing a stake of 400 shares — an estimated $16.1K sold.

Curio Wealth first reported a position in KJAN in Q2 2025 and held it in 2 quarters. The position peaked at $16.1K in Q3 2025. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2025.

  • Curio Wealth reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Curio Wealth sold 400 Innovator US Small Cap Power Buffer ETF January shares in Q4 2025, an estimated $16.1K.
  • Curio Wealth first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2025 and held it in 2 quarters.
  • Curio Wealth's Innovator US Small Cap Power Buffer ETF January position peaked at $16.1K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2025.

Based on Curio Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.