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
Q1 		$569K Buy
+20,576
New +$574K ﹤0.01% 2929

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's AJAN Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2026: 20,576 shares worth $569K. The stake represents ﹤0.01% of the portfolio and ranks #2929 among its holdings.

40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • Creative Planning held 20,576 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $569K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new Creative Planning position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2929 holding.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.