Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	+5,565	New	+$263K	0.1%	117
2024 Q4	$151K	Buy	3,154 +87	+3%	+$4.11K	0.04%	138
2024 Q3	$143K	Buy	+3,067	New	+$140K	0.04%	146

Other funds holding BJAN

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator US Equity Buffer ETF January (BJAN) in Q2 2025: 5,565 shares worth $260K. The stake represents 0.1% of the portfolio and ranks #117 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BJAN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BJAN in Q3 2024 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold BJAN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5,565 shares of Innovator US Equity Buffer ETF January worth $260K as of Q2 2025.
Innovator US Equity Buffer ETF January was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Innovator US Equity Buffer ETF January made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #117 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Buffer ETF January in Q3 2024 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q2 2025.

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