Creative Planning’s Innovator U.S. Equity Accelerated ETF - January XDJA Stock Holding History

Creative Planning’s Portfolio XDJA Stock Details XDJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,030	Closed	-$20K	–	2491
2022 Q2	$20K	Buy	+1,030	New	+$21.8K	﹤0.01%	2147

Other funds holding XDJA

Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

EBA

Eagle Bay Advisors New York $134M AUM 30.07% 1-Year Est. Return

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

Creative Planning's XDJA Position: Q3 2022 in Review

Creative Planning sold out of Innovator U.S. Equity Accelerated ETF - January (XDJA) in Q3 2022, closing a stake of 1,030 shares — an estimated $20K sold.

Creative Planning first reported a position in XDJA in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 5 funds tracked by Wall St. Rank hold XDJA as of Q3 2022.

Creative Planning reported no remaining Innovator U.S. Equity Accelerated ETF - January position as of Q3 2022 after selling out during the quarter.
Creative Planning sold 1,030 Innovator U.S. Equity Accelerated ETF - January shares in Q3 2022, an estimated $20K.
Creative Planning first reported a position in Innovator U.S. Equity Accelerated ETF - January in Q2 2022 and held it in 1 quarter.
Creative Planning's Innovator U.S. Equity Accelerated ETF - January position peaked at $20K in Q2 2022.
5 funds tracked by Wall St. Rank held Innovator U.S. Equity Accelerated ETF - January as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.