Raymond James Financial
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Raymond James Financial’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Raymond James Financial’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 		$3.22M Buy
77,086
+3,690
+5% +$156K ﹤0.01% 2957
2025
Q4 		$3.04M Sell
73,396
-69,214
-49% -$2.84M ﹤0.01% 2920
2025
Q3 		$5.76M Sell
142,610
-4,054
-3% -$158K ﹤0.01% 2361
2025
Q2 		$5.5M Buy
146,664
+20,151
+16% +$724K ﹤0.01% 2315
2025
Q1 		$4.52M Buy
126,513
+87,645
+225% +$3.26M ﹤0.01% 2401
2024
Q4 		$1.45M Buy
+38,868
New +$1.48M ﹤0.01% 3195

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 $247M AUM 29.02% 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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Raymond James Financial's KJAN Position: Q1 2026 in Review

Raymond James Financial increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 5% in Q1 2026, buying an estimated $156K and bringing the position to 77,086 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Raymond James Financial first reported a position in KJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.76M in Q3 2025. 129 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Raymond James Financial held 77,086 shares of Innovator US Small Cap Power Buffer ETF January worth $3.22M as of Q1 2026.
  • Raymond James Financial bought 3,690 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $156K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2957 holding.
  • Raymond James Financial first reported a position in Innovator US Small Cap Power Buffer ETF January in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Innovator US Small Cap Power Buffer ETF January position peaked at $5.76M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.