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 Q3	$210K	Hold	4,600	–	–	0.04%	319
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

Commons Capital Needham, Massachusetts $430M AUM 19.42% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Keystone Wealth Services's KJAN Position: Q3 2026 in Review

Keystone Wealth Services held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q3 2026 at 4,600 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #319.

Keystone Wealth Services first reported a position in KJAN in Q1 2024 and has held it in 5 quarters since. The position peaked at $245K in Q1 2024. 111 funds tracked by Wall St. Rank hold KJAN as of Q3 2026.

Keystone Wealth Services held 4,600 shares of Innovator US Small Cap Power Buffer ETF January worth $210K as of Q3 2026.
Keystone Wealth Services left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q3 2026.
Innovator US Small Cap Power Buffer ETF January made up 0.04% of Keystone Wealth Services's portfolio in Q3 2026, its #319 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 5 quarters since.
Keystone Wealth Services's Innovator US Small Cap Power Buffer ETF January position peaked at $245K in Q1 2024.
111 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.