Creative Planning’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Creative Planning’s Portfolio UJUL Stock Details UJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$355K	Buy	+8,710	New	+$349K	﹤0.01%	3441

Other funds holding UJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Creative Planning's UJUL Position: Q2 2026 in Review

Creative Planning opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 8,710 shares worth $355K. The stake represents ﹤0.01% of the portfolio and ranks #3441 among its holdings.

75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Creative Planning held 8,710 shares of Innovator US Equity Ultra Buffer ETF July worth $355K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new Creative Planning position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3441 holding.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

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