Clear Creek Financial Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Clear Creek Financial Management’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
2026 Q2	$268K	Hold	9,587	–	–	0.02%	553
2026 Q1	$261K	Buy	+9,587	New	+$263K	0.02%	527

Other funds holding ZJAN

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Clear Creek Financial Management's ZJAN Position: Q2 2026 in Review

Clear Creek Financial Management held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 9,587 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #553.

Clear Creek Financial Management first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Clear Creek Financial Management held 9,587 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $268K as of Q2 2026.
Clear Creek Financial Management left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #553 holding.
Clear Creek Financial Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.