VFPW
BJAN icon

Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$336K Sell
6,110
-164
-3% -$8.81K 0.07% 153
2025
Q3 		$333K Hold
6,274
– – 0.07% 152
2025
Q2 		$315K Sell
6,274
-165
-3% -$7.81K 0.07% 144
2025
Q1 		$300K Sell
6,439
-63
-1% -$3.03K 0.07% 141
2024
Q4 		$312K Sell
6,502
-1,249
-16% -$59.1K 0.08% 133
2024
Q3 		$361K Sell
7,751
-548
-7% -$25K 0.09% 124
2024
Q2 		$374K Sell
8,299
-3,652
-31% -$160K 0.1% 101
2024
Q1 		$520K Buy
11,951
+3,693
+45% +$156K 0.14% 80
2023
Q4 		$337K Sell
8,258
-527
-6% -$20.1K 0.1% 93
2023
Q3 		$323K Sell
8,785
-727
-8% -$27.5K 0.13% 58
2023
Q2 		$359K Hold
9,512
– – 0.13% 56
2023
Q1 		$334K Buy
+9,512
New +$327K 0.13% 59

Other funds holding BJAN

CA
COFG Advisors Oak Brook, Illinois $579M AUM
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 2.6% in Q4 2025, selling an estimated $8.81K and leaving 6,110 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #153.

Vantage Financial Partners (Wisconsin) first reported a position in BJAN in Q1 2023 and has held it in 12 quarters since. The position peaked at $520K in Q1 2024. 113 funds tracked by Wall St. Rank hold BJAN as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 6,110 shares of Innovator US Equity Buffer ETF January worth $336K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 164 Innovator US Equity Buffer ETF January shares in Q4 2025, an estimated $8.81K.
  • Innovator US Equity Buffer ETF January made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #153 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF January in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Innovator US Equity Buffer ETF January position peaked at $520K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2025.

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