Creative Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Creative Planning’s Portfolio PJAN Stock Details PJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	+25,795	New	+$1.21M	﹤0.01%	2313
2023 Q1	–	Sell	-14,647	Closed	-$462K	–	2742
2022 Q4	$462K	Sell	14,647 -2,391	-14%	-$74.6K	﹤0.01%	1473
2022 Q3	$501K	Buy	17,038 +2,688	+19%	+$83.3K	﹤0.01%	1332
2022 Q2	$431K	Buy	+14,350	New	+$446K	﹤0.01%	1396

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Creative Planning's PJAN Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Power Buffer ETF January (PJAN) in Q1 2026: 25,795 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings. This is a return to the name: Creative Planning previously reported a position in PJAN as recently as Q4 2022.

Creative Planning first reported a position in PJAN in Q2 2022 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold PJAN as of Q1 2026.

Creative Planning held 25,795 shares of Innovator US Equity Power Buffer ETF January worth $1.19M as of Q1 2026.
Innovator US Equity Power Buffer ETF January was a new Creative Planning position in Q1 2026.
Innovator US Equity Power Buffer ETF January made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2313 holding.
Creative Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q2 2022 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q1 2026.

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