Creative Planning
ZJAN

Creative Planning’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Creative Planning’s Portfolio ZJAN Stock Details ZJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Buy
16,106
+130
+0.8% +$3.62K ﹤0.01% 3263
2026
Q1 		$436K Buy
+15,976
New +$438K ﹤0.01% 3133

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's ZJAN Position: Q2 2026 in Review

Creative Planning increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 0.81% in Q2 2026, buying an estimated $3.62K and bringing the position to 16,106 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

Creative Planning first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Creative Planning held 16,106 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $451K as of Q2 2026.
  • Creative Planning bought 130 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $3.62K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3263 holding.
  • Creative Planning first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

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