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

COFG Advisors Oak Brook, Illinois $404M AUM

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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. 112 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.
112 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.