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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
Q2 		$835K Sell
18,310
-120
-0.7% -$5.31K 0.04% 425
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 $421M AUM 17.7% 1-Year Est. Return
PP
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
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
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

Nations Financial Group's KJAN Position: Q2 2026 in Review

Nations Financial Group reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.65% in Q2 2026, selling an estimated $5.31K and leaving 18,310 shares worth $835K. The position accounts for 0.04% of the portfolio, ranked #425.

Nations Financial Group first reported a position in KJAN in Q4 2021 and has held it in 19 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Nations Financial Group held 18,310 shares of Innovator US Small Cap Power Buffer ETF January worth $835K as of Q2 2026.
  • Nations Financial Group sold 120 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $5.31K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #425 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 19 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.