U.S. Capital Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

U.S. Capital Wealth Advisors’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	$317K	Sell	7,598 -804	-10%	-$34K	0.01%	807
2025 Q4	$348K	Buy	8,402 +2,450	+41%	+$101K	0.01%	760
2025 Q3	$240K	Sell	5,952 -286	-5%	-$11.1K	0.01%	845
2025 Q2	$234K	Hold	6,238	–	–	0.01%	791
2025 Q1	$223K	Buy	+6,238	New	+$232K	0.01%	779

Other funds holding KJAN

CAG

Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

U.S. Capital Wealth Advisors's KJAN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF January (KJAN) stake by 9.6% in Q1 2026, selling an estimated $34K and leaving 7,598 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #807.

U.S. Capital Wealth Advisors first reported a position in KJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $348K in Q4 2025. 131 funds tracked by Wall St. Rank hold KJAN as of Q1 2026.

U.S. Capital Wealth Advisors held 7,598 shares of Innovator US Small Cap Power Buffer ETF January worth $317K as of Q1 2026.
U.S. Capital Wealth Advisors sold 804 Innovator US Small Cap Power Buffer ETF January shares in Q1 2026, an estimated $34K.
Innovator US Small Cap Power Buffer ETF January made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #807 holding.
U.S. Capital Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Innovator US Small Cap Power Buffer ETF January position peaked at $348K in Q4 2025.
131 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.