VFPW
TJAN

Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio TJAN Stock Details TJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.12M Sell
41,032
-148
-0.4% -$4.01K 0.23% 59
2025
Q3 		$1.11M Hold
41,180
– – 0.23% 61
2025
Q2 		$1.09M Buy
41,180
+791
+2% +$20.3K 0.25% 62
2025
Q1 		$1.02M Buy
+40,389
New +$1.03M 0.25% 57

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 0.36% in Q4 2025, selling an estimated $4.01K and leaving 41,032 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #59.

Vantage Financial Partners (Wisconsin) first reported a position in TJAN in Q1 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold TJAN as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 41,032 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $1.12M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 148 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q4 2025, an estimated $4.01K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.23% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #59 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q4 2025.

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