Creative Planning
KJAN icon

Creative Planning’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History

Creative Planning’s Portfolio KJAN Stock Details KJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Hold
5,273
– – ﹤0.01% 3748
2026
Q1 		$220K Buy
+5,273
New +$223K ﹤0.01% 3663

Other funds holding KJAN

CAG
Compass Advisory Group Melville, New York $421M AUM 17.7% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Creative Planning's KJAN Position: Q2 2026 in Review

Creative Planning held its Innovator US Small Cap Power Buffer ETF January (KJAN) position steady in Q2 2026 at 5,273 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Creative Planning first reported a position in KJAN in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold KJAN as of Q2 2026.

  • Creative Planning held 5,273 shares of Innovator US Small Cap Power Buffer ETF January worth $241K as of Q2 2026.
  • Creative Planning left its Innovator US Small Cap Power Buffer ETF January share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF January made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3748 holding.
  • Creative Planning first reported a position in Innovator US Small Cap Power Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF January as of Q2 2026.

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