Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$249K	Sell	8,942 -9,204	-51%	-$255K	0.05%	181
2025 Q3	$499K	Hold	18,146	–	–	0.11%	113
2025 Q2	$490K	Hold	18,146	–	–	0.11%	117
2025 Q1	$477K	Hold	18,146	–	–	0.12%	106
2024 Q4	$476K	Hold	18,146	–	–	0.12%	106
2024 Q3	$473K	Hold	18,146	–	–	0.12%	110
2024 Q2	$459K	Buy	18,146 +1,908	+12%	+$47.5K	0.12%	92
2024 Q1	$404K	Buy	+16,238	New	+$400K	0.11%	92

Other funds holding AJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

KWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Vantage Financial Partners (Wisconsin)'s AJAN Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 51% in Q4 2025, selling an estimated $255K and leaving 8,942 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #181.

Vantage Financial Partners (Wisconsin) first reported a position in AJAN in Q1 2024 and has held it in 8 quarters since. The position peaked at $499K in Q3 2025. 38 funds tracked by Wall St. Rank hold AJAN as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 8,942 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $249K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 9,204 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q4 2025, an estimated $255K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #181 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $499K in Q3 2025.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.