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WELLINGTON-ALTUS USA INC.’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

WELLINGTON-ALTUS USA INC.’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
Q2 		– Sell
-18,900
Closed -$862K – 687
2026
Q1 		$862K Buy
+18,900
New +$800K 0.51% 43

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Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
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LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s KJAN Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026, closing a stake of 18,900 shares — an estimated $862K sold.

WELLINGTON-ALTUS USA INC. first reported a position in KJAN in Q1 2026 and held it in 1 quarter. The position peaked at $862K in Q1 2026. 136 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 18,900 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $862K.
  • WELLINGTON-ALTUS USA INC. first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s Innovator US Small Cap Power Buffer ETF January position peaked at $862K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.