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Nations Financial Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Nations Financial Group’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 		$769K Sell
18,430
-35
-0.2% -$1.48K 0.04% 438
2025
Q4 		$765K Sell
18,465
-30
-0.2% -$1.23K 0.04% 423
2025
Q3 		$746K Sell
18,495
-233
-1% -$9.07K 0.05% 400
2025
Q2 		$702K Sell
18,728
-12
-0.1% -$431 0.05% 381
2025
Q1 		$670K Sell
18,740
-180
-1% -$6.7K 0.05% 360
2024
Q4 		$707K Hold
18,920
– – 0.05% 357
2024
Q3 		$701K Sell
18,920
-144
-0.8% -$5.2K 0.05% 357
2024
Q2 		$666K Sell
19,064
-175
-0.9% -$6.08K 0.05% 340
2024
Q1 		$680K Sell
19,239
-100
-0.5% -$3.43K 0.06% 335
2023
Q4 		$664K Sell
19,339
-150
-0.8% -$4.66K 0.06% 316
2023
Q3 		$599K Sell
19,489
-100
-0.5% -$3.2K 0.06% 321
2023
Q2 		$627K Sell
19,589
-8
-0% -$247 0.06% 329
2023
Q1 		$602K Buy
19,597
+3,358
+21% +$104K 0.06% 322
2022
Q4 		$486K Sell
16,239
-85
-0.5% -$2.54K 0.05% 363
2022
Q3 		$460K Hold
16,324
– – 0.07% 311
2022
Q2 		$461K Sell
16,324
-82
-0.5% -$2.42K 0.06% 318
2022
Q1 		$513K Buy
16,406
+2,005
+14% +$62.1K 0.06% 314
2021
Q4 		$467K Buy
+14,401
New +$456K 0.06% 302

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

Nations Financial Group's KJAN Position: Q1 2026 in Review

Nations Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.19% in Q1 2026, selling an estimated $1.48K and leaving 18,430 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #438.

Nations Financial Group first reported a position in KJAN in Q4 2021 and has held it in 18 quarters since. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Nations Financial Group held 18,430 shares of Innovator US Small Cap Power Buffer ETF January worth $769K as of Q1 2026.
  • Nations Financial Group sold 35 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $1.48K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.04% of Nations Financial Group's portfolio in Q1 2026, its #438 holding.
  • Nations Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2021 and has held it in 18 quarters since.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.