Morgan Stanley’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Morgan Stanley’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	$11.6K	Hold	254	–	–	﹤0.01%	7000
2026 Q1	$10.6K	Hold	254	–	–	﹤0.01%	6921
2025 Q4	$10.5K	Hold	254	–	–	﹤0.01%	6879
2025 Q3	$10.3K	Sell	254 -2,246	-90%	-$87.4K	﹤0.01%	6898
2025 Q2	$93.7K	Hold	2,500	–	–	﹤0.01%	6157
2025 Q1	$89.3K	Hold	2,500	–	–	﹤0.01%	6067
2024 Q4	$93.4K	Sell	2,500 -828	-25%	-$31.5K	﹤0.01%	6088
2024 Q3	$123K	Buy	3,328 +828	+33%	+$29.9K	﹤0.01%	5918
2024 Q2	$87.3K	Hold	2,500	–	–	﹤0.01%	6007
2024 Q1	$88.4K	Hold	2,500	–	–	﹤0.01%	6044
2023 Q4	$85.8K	Hold	2,500	–	–	﹤0.01%	6001
2023 Q3	$76.8K	Hold	2,500	–	–	﹤0.01%	5998
2023 Q2	$80K	Hold	2,500	–	–	﹤0.01%	6038
2023 Q1	$76.8K	Hold	2,500	–	–	﹤0.01%	6109
2022 Q4	$74.8K	Hold	2,500	–	–	﹤0.01%	6108
2022 Q3	$70K	Hold	2,500	–	–	﹤0.01%	6246
2022 Q2	$71K	Hold	2,500	–	–	﹤0.01%	6440
2022 Q1	$78K	Hold	2,500	–	–	﹤0.01%	6469
2021 Q4	$81K	Hold	2,500	–	–	﹤0.01%	6559
2021 Q3	$78K	Hold	2,500	–	–	﹤0.01%	6501
2021 Q2	$78K	Hold	2,500	–	–	﹤0.01%	6463
2021 Q1	$76K	Hold	2,500	–	–	﹤0.01%	6150
2020 Q4	$73K	Buy	+2,500	New	+$69.2K	﹤0.01%	6030

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

Morgan Stanley's KJAN Position: Q2 2026 in Review

Morgan Stanley held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 254 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7000.

Morgan Stanley first reported a position in KJAN in Q4 2020 and has held it in 23 quarters since. The position peaked at $123K in Q3 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

Morgan Stanley held 254 shares of Innovator US Small Cap Power Buffer ETF January worth $11.6K as of Q2 2026.
Morgan Stanley left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7000 holding.
Morgan Stanley first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2020 and has held it in 23 quarters since.
Morgan Stanley's Innovator US Small Cap Power Buffer ETF January position peaked at $123K in Q3 2024.
135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.