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Sunbelt Securities’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Sunbelt Securities’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 		$2.62M Buy
62,861
+242
+0.4% +$10.2K 0.17% 110
2025
Q4 		$2.59M Sell
62,619
-5,233
-8% -$215K 0.17% 106
2025
Q3 		$2.74M Sell
67,852
-449
-0.7% -$17.5K 0.19% 97
2025
Q2 		$2.55M Buy
68,301
+94
+0.1% +$3.38K 0.23% 86
2025
Q1 		$2.44M Sell
68,207
-94
-0.1% -$3.5K 0.22% 83
2024
Q4 		$2.55M Buy
68,301
+3,889
+6% +$148K 0.22% 85
2024
Q3 		$2.39M Sell
64,412
-1,438
-2% -$51.9K 0.23% 91
2024
Q2 		$2.3M Sell
65,850
-3,200
-5% -$111K 0.24% 85
2024
Q1 		$2.44M Buy
69,050
+13,470
+24% +$462K 0.27% 79
2023
Q4 		$1.91M Sell
55,580
-1,475
-3% -$45.9K 0.24% 91
2023
Q3 		$1.75M Buy
57,055
+1,770
+3% +$56.6K 0.24% 88
2023
Q2 		$1.77M Sell
55,285
-1,576
-3% -$48.6K 0.25% 90
2023
Q1 		$1.73M Buy
56,861
+26,409
+87% +$820K 0.28% 87
2022
Q4 		$911K Sell
30,452
-773
-2% -$23.1K 0.18% 147
2022
Q3 		$880K Sell
31,225
-5,279
-14% -$156K 0.19% 142
2022
Q2 		$1.03M Buy
36,504
+100
+0.3% +$2.95K 0.22% 119
2022
Q1 		$1.14M Buy
36,404
+1,255
+4% +$38.9K 0.21% 124
2021
Q4 		$1.08M Buy
35,149
+19,070
+119% +$604K 0.18% 137
2021
Q3 		$491K Hold
16,079
– – 0.09% 256
2021
Q2 		$491K Hold
16,079
– – 0.09% 256
2021
Q1 		$489K Buy
16,079
+7,228
+82% +$216K 0.1% 241
2020
Q4 		$257K Sell
8,851
-774
-8% -$21.4K 0.05% 325
2020
Q3 		$254K Buy
+9,625
New +$248K 0.07% 276
2020
Q2 		– Sell
-178,306
Closed -$4.22M – 338
2020
Q1 		$4.22M Buy
+178,306
New +$4.48M 0.18% 67

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

Sunbelt Securities's KJAN Position: Q1 2026 in Review

Sunbelt Securities increased its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 0.39% in Q1 2026, buying an estimated $10.2K and bringing the position to 62,861 shares worth $2.62M. The position accounts for 0.17% of the portfolio, ranked #110.

Sunbelt Securities first reported a position in KJAN in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.22M in Q1 2020. 128 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

  • Sunbelt Securities held 62,861 shares of Innovator US Small Cap Power Buffer ETF January worth $2.62M as of Q1 2026.
  • Sunbelt Securities bought 242 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $10.2K.
  • Innovator US Small Cap Power Buffer ETF January made up 0.17% of Sunbelt Securities's portfolio in Q1 2026, its #110 holding.
  • Sunbelt Securities first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's Innovator US Small Cap Power Buffer ETF January position peaked at $4.22M in Q1 2020.
  • 128 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.