Oliver Lagore Vanvalin Investment Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AJAN Stock Details AJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$782K	Buy	+29,713	New	+$787K	0.31%	74
2024 Q4	$435K	Buy	16,556 +535	+3%	+$14K	0.11%	93
2024 Q3	$418K	Sell	16,021 -1,362	-8%	-$35K	0.11%	94
2024 Q2	$439K	Buy	17,383 +4,777	+38%	+$119K	0.13%	86
2024 Q1	$314K	Buy	+12,606	New	+$310K	0.09%	103

Other funds holding AJAN

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AJAN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2025: 29,713 shares worth $782K. The stake represents 0.31% of the portfolio and ranks #74 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AJAN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AJAN in Q1 2024 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 29,713 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $782K as of Q2 2025.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.31% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #74 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.