Oliver Lagore Vanvalin Investment Group’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	+5,558	New	+$266K	0.1%	118
2024 Q4	$154K	Buy	3,197 +65	+2%	+$3.07K	0.04%	134
2024 Q3	$146K	Sell	3,132 -279	-8%	-$12.7K	0.04%	143
2024 Q2	$155K	Buy	3,411 +923	+37%	+$40.6K	0.04%	135
2024 Q1	$108K	Buy	+2,488	New	+$106K	0.03%	171

Other funds holding NJAN

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

KAS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator Growth-100 Power Buffer ETF January (NJAN) in Q2 2025: 5,558 shares worth $258K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NJAN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NJAN in Q1 2024 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold NJAN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5,558 shares of Innovator Growth-100 Power Buffer ETF January worth $258K as of Q2 2025.
Innovator Growth-100 Power Buffer ETF January was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Innovator Growth-100 Power Buffer ETF January made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #118 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator Growth-100 Power Buffer ETF January in Q1 2024 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF January as of Q2 2025.

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