Sterling Financial Planning Inc. Has $6.62 Million Stock Holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – January (BATS:XBJA)

Sterling Financial Planning Inc. lifted its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January (BATS:XBJA) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 230,013 shares of the company’s stock after purchasing an additional 7,957 shares during the period. Innovator U.S. Equity Accelerated 9 Buffer ETF – January comprises 2.4% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 13th largest holding. Sterling Financial Planning Inc. owned approximately 6.61% of Innovator U.S. Equity Accelerated 9 Buffer ETF – January worth $6,617,000 at the end of the most recent quarter.

Separately, Encompass More Asset Management bought a new stake in Innovator U.S. Equity Accelerated 9 Buffer ETF – January during the 3rd quarter worth approximately $456,000.

Innovator U.S. Equity Accelerated 9 Buffer ETF – January Price Performance

XBJA stock opened at $29.51 on Thursday. The company’s 50-day simple moving average is $29.03 and its two-hundred day simple moving average is $28.54. The company has a market capitalization of $102.69 million, a P/E ratio of 23.73 and a beta of 0.39.

Innovator U.S. Equity Accelerated 9 Buffer ETF – January Profile

The Innovator U.S. Equity Accelerated 9 Buffer ETF – January (XBJA) is an exchange-traded fund that mostly invests in large cap equity. The fund aims for 2x the price return of the SPDR S&P 500 ETF (SPY), subject to an upside return cap and downside buffer over a specific holdings period. XBJA was launched on Jan 1, 2022 and is managed by Innovator.