Creative Planning’s AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF JANU Stock Holding History

Creative Planning’s Portfolio JANU Stock Details JANU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	8,029	–	–	﹤0.01%	3742
2026 Q1	$219K	Hold	8,029	–	–	﹤0.01%	3666
2025 Q4	$226K	Hold	8,029	–	–	﹤0.01%	3460
2025 Q3	$222K	Hold	8,029	–	–	﹤0.01%	3385
2025 Q2	$209K	Buy	+8,029	New	+$198K	﹤0.01%	3183

Other funds holding JANU

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Creative Planning's JANU Position: Q2 2026 in Review

Creative Planning held its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) position steady in Q2 2026 at 8,029 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

Creative Planning first reported a position in JANU in Q2 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold JANU as of Q2 2026.

Creative Planning held 8,029 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $242K as of Q2 2026.
Creative Planning left its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF share count unchanged in Q2 2026.
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3742 holding.
Creative Planning first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q2 2025 and has held it in 5 quarters since.
30 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q2 2026.

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