Creative Planning
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Creative Planning’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Creative Planning’s Portfolio AJAN Stock Details AJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$584K Hold
20,576
– – ﹤0.01% 3078
2026
Q1 		$569K Buy
+20,576
New +$574K ﹤0.01% 2929

Other funds holding AJAN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Creative Planning's AJAN Position: Q2 2026 in Review

Creative Planning held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 20,576 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Creative Planning first reported a position in AJAN in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

  • Creative Planning held 20,576 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $584K as of Q2 2026.
  • Creative Planning left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3078 holding.
  • Creative Planning first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.