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
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

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
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group's KJAN Position: Q4 2025 in Review

UBS Group sold out of Innovator US Small Cap Power Buffer ETF January (KJAN) in Q4 2025, closing a stake of 11,833 shares — an estimated $478K sold.

UBS Group first reported a position in KJAN in Q1 2020 and held it in 15 quarters. The position peaked at $734K in Q2 2025. 121 funds tracked by Wall St. Rank hold KJAN as of Q4 2025.

  • UBS Group reported no remaining Innovator US Small Cap Power Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 11,833 Innovator US Small Cap Power Buffer ETF January shares in Q4 2025, an estimated $478K.
  • UBS Group first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2020 and held it in 15 quarters.
  • UBS Group's Innovator US Small Cap Power Buffer ETF January position peaked at $734K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.