Creative Planning’s Innovator Equity Defined Protection ETF - 1 Yr November ZNOV Stock Holding History

Creative Planning’s Portfolio ZNOV Stock Details ZNOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Sell	9,358 -2,274	-20%	-$61.9K	﹤0.01%	3692
2026 Q1	$309K	Buy	+11,632	New	+$311K	﹤0.01%	3411

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Creative Planning's ZNOV Position: Q2 2026 in Review

Creative Planning reduced its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 20% in Q2 2026, selling an estimated $61.9K and leaving 9,358 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Creative Planning first reported a position in ZNOV in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 72 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

Creative Planning held 9,358 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $257K as of Q2 2026.
Creative Planning sold 2,274 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q2 2026, an estimated $61.9K.
Innovator Equity Defined Protection ETF - 1 Yr November made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3692 holding.
Creative Planning first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q1 2026 and has held it in 2 quarters since.
Creative Planning's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $309K in Q1 2026.
72 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

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