Creative Planning
JANU

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
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

SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SI
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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return

Creative Planning's JANU Position: Q1 2026 in Review

Creative Planning held its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) position steady in Q1 2026 at 8,029 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Creative Planning first reported a position in JANU in Q2 2025 and has held it in 4 quarters since. The position peaked at $226K in Q4 2025. 36 funds tracked by Wall St. Rank hold JANU as of Q1 2026.

  • Creative Planning held 8,029 shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF worth $219K as of Q1 2026.
  • Creative Planning left its AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF share count unchanged in Q1 2026.
  • AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3666 holding.
  • Creative Planning first reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF position peaked at $226K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF as of Q1 2026.

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