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

Keystone 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
2026 Q2	$210K	Sell	4,600 -565	-11%	-$25K	0.04%	311
2026 Q1	$215K	Buy	+5,165	New	+$219K	0.05%	281
2025 Q4	–	Sell	-5,165	Closed	-$208K	–	288
2025 Q3	$208K	Buy	+5,165	New	+$201K	0.05%	288
2024 Q2	–	Sell	-6,930	Closed	-$245K	–	235
2024 Q1	$245K	Buy	+6,930	New	+$237K	0.08%	191

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Keystone Wealth Services's KJAN Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 11% in Q2 2026, selling an estimated $25K and leaving 4,600 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #311.

Keystone Wealth Services first reported a position in KJAN in Q1 2024 and has held it in 4 quarters since. The position peaked at $245K in Q1 2024. 136 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Keystone Wealth Services held 4,600 shares of Innovator US Small Cap Power Buffer ETF January worth $210K as of Q2 2026.
Keystone Wealth Services sold 565 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $25K.
Innovator US Small Cap Power Buffer ETF January made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #311 holding.
Keystone Wealth Services first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2024 and has held it in 4 quarters since.
Keystone Wealth Services's Innovator US Small Cap Power Buffer ETF January position peaked at $245K in Q1 2024.
136 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.