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

Cypress Wealth 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
2025 Q2	–	Sell	-6,511	Closed	-$233K	–	326
2025 Q1	$233K	Hold	6,511	–	–	0.05%	248
2024 Q4	$243K	Hold	6,511	–	–	0.05%	241
2024 Q3	$241K	Sell	6,511 -1,678	-20%	-$60.6K	0.05%	238
2024 Q2	$286K	Sell	8,189 -1,604	-16%	-$55.7K	0.06%	198
2024 Q1	$346K	Hold	9,793	–	–	0.08%	177
2023 Q4	$336K	Hold	9,793	–	–	0.08%	180
2023 Q3	$301K	Hold	9,793	–	–	0.08%	186
2023 Q2	$320K	Hold	9,793	–	–	0.08%	180
2023 Q1	$301K	Buy	+9,793	New	+$304K	0.09%	186
2022 Q2	–	Sell	-6,511	Closed	-$203K	–	245
2022 Q1	$203K	Buy	+6,511	New	+$202K	0.06%	230

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cypress Wealth Services's KJAN Position: Q2 2025 in Review

Cypress Wealth Services sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2025, closing a stake of 6,511 shares — an estimated $233K sold.

Cypress Wealth Services first reported a position in KJAN in Q1 2022 and held it in 10 quarters. The position peaked at $346K in Q1 2024. 118 funds tracked by Wall St. Rank hold KJAN as of Q2 2025.

Cypress Wealth Services reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2025 after selling out during the quarter.
Cypress Wealth Services sold 6,511 Innovator US Small Cap Power Buffer ETF January shares in Q2 2025, an estimated $233K.
Cypress Wealth Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2022 and held it in 10 quarters.
Cypress Wealth Services's Innovator US Small Cap Power Buffer ETF January position peaked at $346K in Q1 2024.
118 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.