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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
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 $374M AUM 14.59% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
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

Keystone Wealth Services's KJAN Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q1 2026: 5,165 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #281 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in KJAN as recently as Q3 2025.

Keystone Wealth Services first reported a position in KJAN in Q1 2024 and has held it in 3 quarters since. The position peaked at $245K in Q1 2024. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Keystone Wealth Services held 5,165 shares of Innovator US Small Cap Power Buffer ETF January worth $215K as of Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new Keystone Wealth Services position in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF January made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #281 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 3 quarters since.
  • Keystone Wealth Services's Innovator US Small Cap Power Buffer ETF January position peaked at $245K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.