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Steward Partners Investment Advisory’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Steward Partners Investment Advisory’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 		$31K Sell
680
-1,482
-69% -$65.6K ﹤0.01% 3209
2026
Q1 		$90.2K Hold
2,162
– – ﹤0.01% 2434
2025
Q4 		$89.5K Sell
2,162
-49
-2% -$2.01K ﹤0.01% 2361
2025
Q3 		$89.2K Sell
2,211
-1,092
-33% -$42.5K ﹤0.01% 2296
2025
Q2 		$124K Sell
3,303
-60
-2% -$2.16K ﹤0.01% 1990
2025
Q1 		$120K Hold
3,363
– – ﹤0.01% 1916
2024
Q4 		$126K Buy
3,363
+758
+29% +$28.8K ﹤0.01% 1862
2024
Q3 		$96.6K Hold
2,605
– – ﹤0.01% 1888
2024
Q2 		$90.9K Hold
2,605
– – ﹤0.01% 1826
2024
Q1 		$92.1K Buy
2,605
+1,482
+132% +$50.8K ﹤0.01% 1814
2023
Q4 		$38.5K Buy
1,123
+86
+8% +$2.67K ﹤0.01% 2106
2023
Q3 		$31.9K Buy
1,037
+303
+41% +$9.69K ﹤0.01% 2111
2023
Q2 		$23.5K Buy
+734
New +$22.6K ﹤0.01% 2209

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

Steward Partners Investment Advisory's KJAN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 69% in Q2 2026, selling an estimated $65.6K and leaving 680 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Steward Partners Investment Advisory first reported a position in KJAN in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q4 2024. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Steward Partners Investment Advisory held 680 shares of Innovator US Small Cap Power Buffer ETF January worth $31K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,482 Innovator US Small Cap Power Buffer ETF January shares in Q2 2026, an estimated $65.6K.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3209 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF January in Q2 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Innovator US Small Cap Power Buffer ETF January position peaked at $126K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.