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

Oliver Lagore Vanvalin Investment Group’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$395K Buy
+9,530
New +$400K 0.16% 103
2024
Q4 		$228K Buy
5,386
+135
+3% +$5.64K 0.06% 114
2024
Q3 		$217K Sell
5,251
-467
-8% -$19K 0.06% 116
2024
Q2 		$230K Buy
5,718
+1,534
+37% +$60.4K 0.07% 109
2024
Q1 		$164K Buy
+4,184
New +$160K 0.05% 139

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q2 2025: 9,530 shares worth $395K. The stake represents 0.16% of the portfolio and ranks #103 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PJAN as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PJAN in Q1 2024 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PJAN as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 9,530 shares of Innovator US Equity Power Buffer ETF January worth $395K as of Q2 2025.
  • Innovator US Equity Power Buffer ETF January was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Innovator US Equity Power Buffer ETF January made up 0.16% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #103 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2024 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held Innovator US Equity 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.