Creative Planning
ZJUL

Creative Planning’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Creative Planning’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
8,658
+78
+0.9% +$2.31K ﹤0.01% 3680
2026
Q1 		$249K Buy
+8,580
New +$250K ﹤0.01% 3569

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Creative Planning's ZJUL Position: Q2 2026 in Review

Creative Planning increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 0.91% in Q2 2026, buying an estimated $2.31K and bringing the position to 8,658 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #3680.

Creative Planning first reported a position in ZJUL in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Creative Planning held 8,658 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $259K as of Q2 2026.
  • Creative Planning bought 78 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $2.31K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3680 holding.
  • Creative Planning first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

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