UBS Group
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UBS Group’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

UBS 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 		$24.1K Buy
+528
New +$23.4K ﹤0.01% 8051
2025
Q4 		– Sell
-11,833
Closed -$478K – 10879
2025
Q3 		$478K Sell
11,833
-7,750
-40% -$302K ﹤0.01% 6124
2025
Q2 		$734K Buy
+19,583
New +$704K ﹤0.01% 5700
2024
Q4 		– Sell
-7,185
Closed -$266K – 10189
2024
Q3 		$266K Buy
7,185
+6,967
+3,196% +$251K ﹤0.01% 5663
2024
Q2 		$7.61K Buy
+218
New +$7.57K ﹤0.01% 7845
2024
Q1 		– Sell
-513
Closed -$17.6K – 9700
2023
Q4 		$17.6K Sell
513
-1,427
-74% -$44.4K ﹤0.01% 7180
2023
Q3 		$59.6K Sell
1,940
-120
-6% -$3.84K ﹤0.01% 6186
2023
Q2 		$65.9K Buy
2,060
+1,089
+112% +$33.6K ﹤0.01% 6305
2023
Q1 		$29.8K Buy
+971
New +$30.2K ﹤0.01% 6805
2022
Q4 		– Sell
-6,196
Closed -$175K – 10945
2022
Q3 		$175K Buy
6,196
+5,571
+891% +$165K ﹤0.01% 5209
2022
Q2 		$18K Buy
625
+521
+501% +$15.3K ﹤0.01% 7014
2022
Q1 		$3K Buy
+104
New +$3.22K ﹤0.01% 9452
2021
Q4 		– Sell
-944
Closed -$29K – 10483
2021
Q3 		$29K Buy
944
+312
+49% +$9.68K ﹤0.01% 6783
2021
Q2 		$20K Buy
+632
New +$19.5K ﹤0.01% 7335
2020
Q4 		– Sell
-315
Closed -$8K – 8569
2020
Q3 		$8K Buy
+315
New +$8.12K ﹤0.01% 7014
2020
Q2 		– Sell
-1,233
Closed -$27K – 8156
2020
Q1 		$27K Buy
+1,233
New +$31K ﹤0.01% 6296

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

UBS Group's KJAN Position: Q2 2026 in Review

UBS Group opened a new position in Innovator US Small Cap Power Buffer ETF January (KJAN) in Q2 2026: 528 shares worth $24.1K. The stake represents ﹤0.01% of the portfolio and ranks #8051 among its holdings. This is a return to the name: UBS Group previously reported a position in KJAN as recently as Q3 2025.

UBS Group first reported a position in KJAN in Q1 2020 and has held it in 16 quarters since. The position peaked at $734K in Q2 2025. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • UBS Group held 528 shares of Innovator US Small Cap Power Buffer ETF January worth $24.1K as of Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January was a new UBS Group position in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8051 holding.
  • UBS Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and has held it in 16 quarters since.
  • UBS Group's Innovator US Small Cap Power Buffer ETF January position peaked at $734K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.