SEC 13F Intelligence

Compass Advisory Group LLC / KJAN

Compass Advisory Group LLC’s Innovator Etfs Trust Position

Does Compass Advisory Group LLC own Innovator Etfs Trust (KJAN)? Yes615.1K shares worth $26M (+6.87% of its 13F portfolio) as of Q1 2026, up from 282.8K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
615.1K
% of Portfolio
+6.87%
Quarters Held
21
currently held

Position History KJAN

Reported value by quarter
Q1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $14MQ4 ’21Q1 ’22: $14MQ2 ’22: $10MQ3 ’22: $7MQ3 ’22Q4 ’22: $7MQ1 ’23: $9MQ2 ’23: $14MQ2 ’23Q3 ’23: $5MQ4 ’23: $18MQ1 ’24: $19MQ1 ’24Q2 ’24: $19MQ3 ’24: $21MQ4 ’24: $18MQ4 ’24Q1 ’25: $19MQ2 ’25: $20MQ3 ’25: $11MQ3 ’25Q4 ’25: $12MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026615.1K$26M+6.87%
Q4 2025282.8K$12M+3.16%
Q3 2025280.3K$11M+3.17%
Q2 2025541.4K$20M+6.42%
Q1 2025536.8K$19M+6.68%
Q4 2024488.9K$18M+6.54%
Q3 2024564.2K$21M+8.13%
Q2 2024550.0K$19M+8.53%
Q1 2024548.1K$19M+8.57%
Q4 2023511.2K$18M+8.41%
Q3 2023158.5K$5M+2.55%
Q2 2023436.7K$14M+7.36%
Q1 2023293.9K$9M+5.27%
Q4 2022233.6K$7M+4.17%
Q3 2022240.7K$7M+3.80%
Q2 2022337.9K$10M+5.18%
Q1 2022437.8K$14M+7.11%
Q4 2021434.7K$14M+7.62%
Q3 202192.6K$3M+1.70%
Q2 2021102.0K$3M+1.98%
Q1 2021104.0K$3M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Advisory Group LLC’s full portfolio or all institutional holders of KJAN.