Keating Financial Advisory Services’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Keating Financial Advisory 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
2026 Q1	$375K	Buy	8,986 +1,757	+24%	+$74.4K	0.06%	224
2025 Q4	$299K	Buy	+7,229	New	+$297K	0.04%	295

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

Keating Financial Advisory Services's KJAN Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 24% in Q1 2026, buying an estimated $74.4K and bringing the position to 8,986 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #224.

Keating Financial Advisory Services first reported a position in KJAN in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

Keating Financial Advisory Services held 8,986 shares of Innovator US Small Cap Power Buffer ETF January worth $375K as of Q1 2026.
Keating Financial Advisory Services bought 1,757 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $74.4K.
Innovator US Small Cap Power Buffer ETF January made up 0.06% of Keating Financial Advisory Services's portfolio in Q1 2026, its #224 holding.
Keating Financial Advisory Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.