HBW ADVISORY SERVICES LLC KJAN — INNOVATOR ETFS TRUST

Ownership history in HBW ADVISORY SERVICES LLC  ·  9 quarters on record

AI Ownership Summary

HBW ADVISORY SERVICES LLC reported INNOVATOR ETFS TRUST (KJAN) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows KJAN at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBW ADVISORY SERVICES LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KJAN was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KJAN stock page HBW ADVISORY SERVICES LLC fund profile HBW ADVISORY SERVICES LLC full holdings
How HBW ADVISORY SERVICES LLC held KJAN — position size vs. price
% of Fund (quarterly)    KJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,749 -10,716 -49.9% 0.04% $490K 2026-07-16 $45.70
2026 Q1 ADDED — — — 21,465 +3,162 +17.3% 0.09% $896K 2026-05-04 $44.07
2025 Q4 ADDED — — — 18,303 +43 +0.2% 0.08% $758K 2026-01-23 $42.87
2025 Q3 REDUCED 41.0% +4.2% ❌ 18,260 -12,706 -41.0% 0.08% $737K 2025-10-16 $40.69
2025 Q2 REDUCED — — — 30,966 -1,183 -3.7% 0.14% $1.2M 2025-07-02 $37.97
2025 Q1 ADDED — — — 32,149 +4,663 +17.0% 0.16% $1.1M 2025-04-09 $34.73
2024 Q4 REDUCED — — — 27,486 -45 -0.2% 0.11% $1.0M 2025-01-10 $37.11
2024 Q3 REDUCED — — — 27,531 -47 -0.2% 0.15% $1.0M 2024-10-04 $36.91
2024 Q2 INITIATED — — — 27,578 — — 0.16% $963K 2024-07-05 $34.77

🏢 Other funds also holding KJAN

As of 2026 Q2 — sorted by position size

MBL Wealth, LLC 3Y 0.7% Global Trust Wealth Management LLC 0.32% Sherry Group, Inc. 0.29% First City Capital Management, Inc. 3Y 7Y 0.26% TopTier Wealth Management, LLC 0.21% Fragasso Financial Advisors Inc 3Y 7Y 0.07% First Heartland Consultants, Inc. 3Y 7Y 0.04% BCS Wealth Management 3Y 0.04% Financial Solutions Advisory Group, Inc. 0.04% INDEPENDENT FINANCIAL GROUP, LLC 0.03%

FAQ About HBW ADVISORY SERVICES LLC and KJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBW ADVISORY SERVICES LLC reported owning KJAN?

HBW ADVISORY SERVICES LLC reported KJAN across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported KJAN position in HBW ADVISORY SERVICES LLC's portfolio?

The largest reported portfolio weight for KJAN was 0.16% in 2025 Q1.

What is the latest reported KJAN position on this page?

The most recent filing on this page is 2026 Q2, when HBW ADVISORY SERVICES LLC reported 10,749 shares, equal to 0.04% of portfolio, with an estimated market value of $490K.

What does the chart on this KJAN ownership page compare?

The chart compares HBW ADVISORY SERVICES LLC's quarterly KJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HBW ADVISORY SERVICES LLC time their KJAN position?

Based on 13F filing dates vs. subsequent KJAN price moves, HBW ADVISORY SERVICES LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on KJAN relative to SPY over the holding period was -2.6%.

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