VFPW
ZJAN

Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio ZJAN Stock Details ZJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$407K Sell
14,867
-1,088
-7% -$29.5K 0.08% 135
2025
Q3 		$429K Hold
15,955
– – 0.09% 130
2025
Q2 		$420K Hold
15,955
– – 0.1% 124
2025
Q1 		$407K Buy
+15,955
New +$410K 0.1% 114

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MA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin) reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 6.8% in Q4 2025, selling an estimated $29.5K and leaving 14,867 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #135.

Vantage Financial Partners (Wisconsin) first reported a position in ZJAN in Q1 2025 and has held it in 4 quarters since. The position peaked at $429K in Q3 2025. 45 funds tracked by Wall St. Rank hold ZJAN as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 14,867 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $407K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 1,088 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q4 2025, an estimated $29.5K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #135 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 4 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $429K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q4 2025.

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