Creative Planning
UJUN icon

Creative Planning’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Creative Planning’s Portfolio UJUN Stock Details UJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$946K Buy
24,533
+12,103
+97% +$464K ﹤0.01% 2681
2026
Q1 		$463K Buy
+12,430
New +$466K ﹤0.01% 3086

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Creative Planning's UJUN Position: Q2 2026 in Review

Creative Planning increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 97% in Q2 2026, buying an estimated $464K and bringing the position to 24,533 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Creative Planning first reported a position in UJUN in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • Creative Planning held 24,533 shares of Innovator US Equity Ultra Buffer ETF June worth $946K as of Q2 2026.
  • Creative Planning bought 12,103 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $464K.
  • Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2681 holding.
  • Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF June in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

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