Creative Planning
UJAN icon

Creative Planning’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

Creative Planning’s Portfolio UJAN Stock Details UJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
9,823
+62
+0.6% +$2.77K ﹤0.01% 3278
2026
Q1 		$415K Buy
+9,761
New +$422K ﹤0.01% 3168

Other funds holding UJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Creative Planning's UJAN Position: Q2 2026 in Review

Creative Planning increased its Innovator US Equity Ultra Buffer ETF January (UJAN) stake by 0.64% in Q2 2026, buying an estimated $2.77K and bringing the position to 9,823 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

Creative Planning first reported a position in UJAN in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold UJAN as of Q2 2026.

  • Creative Planning held 9,823 shares of Innovator US Equity Ultra Buffer ETF January worth $445K as of Q2 2026.
  • Creative Planning bought 62 Innovator US Equity Ultra Buffer ETF January shares in Q2 2026, an estimated $2.77K.
  • Innovator US Equity Ultra Buffer ETF January made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3278 holding.
  • Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q2 2026.

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