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 Q1	$249K	Buy	+8,580	New	+$250K	﹤0.01%	3569

Other funds holding ZJUL

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

CNC

Canandaigua National Corp Canandaigua, New York $1.12B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Creative Planning's ZJUL Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026: 8,580 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #3569 among its holdings.

86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

Creative Planning held 8,580 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $249K as of Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr July was a new Creative Planning position in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3569 holding.
86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.