KJAN β€” INNOVATOR US SMALL CAP PWR BFFR ETF

Ownership history in Luminist Capital LLC  Β·  4 quarters on record

AI Ownership Summary

Luminist Capital LLC reported INNOVATOR US SMALL CAP PWR BFFR ETF (KJAN) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows KJAN at 0.02% 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 Luminist Capital LLC's position in INNOVATOR US SMALL CAP PWR BFFR ETF, 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
2025 Q3

KJAN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

How Luminist Capital LLC held KJAN β€” position size vs. price
% of Fund (quarterly)    KJAN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 513 +94 +22.4% 0.02% $20K 2025-11-14 $40.00
2025 Q2 UNCHANGED 419 β€” 0% 0.02% $16K 2025-08-13 $39.03
2025 Q1 ADDED 419 +158 +60.5% 0.02% $15K 2025-05-14 $36.56
2024 Q4 INITIATED 261 β€” β€” 0.02% $10K 2025-02-14 $38.05

🏒 Other funds also holding KJAN

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 0.19%

FAQ About Luminist Capital 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 Luminist Capital LLC reported owning KJAN?

Luminist Capital LLC reported KJAN across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported KJAN position in Luminist Capital LLC's portfolio?

The largest reported portfolio weight for KJAN was 0.02% in 2025 Q3.

What is the latest reported KJAN position on this page?

The most recent filing on this page is 2025 Q3, when Luminist Capital LLC reported 513 shares, equal to 0.02% of portfolio, with an estimated market value of $20K.

What does the chart on this KJAN ownership page compare?

The chart compares Luminist Capital 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.

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