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Sterling Financial Planning’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

Sterling Financial Planning’s Portfolio BJAN Stock Details BJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,157
Closed -$78K – 136
2021
Q3 		$78K Hold
2,157
– – 0.05% 146
2021
Q2 		$77K Hold
2,157
– – 0.05% 139
2021
Q1 		$74K Buy
2,157
+476
+28% +$15.9K 0.05% 125
2020
Q4 		$55K Buy
+1,681
New +$52.9K 0.04% 135

Other funds holding BJAN

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
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
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sterling Financial Planning's BJAN Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Buffer ETF January (BJAN) in Q4 2021, closing a stake of 2,157 shares — an estimated $78K sold.

Sterling Financial Planning first reported a position in BJAN in Q4 2020 and held it in 4 quarters. The position peaked at $78K in Q3 2021. 62 funds tracked by Wall St. Rank hold BJAN as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Buffer ETF January position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,157 Innovator US Equity Buffer ETF January shares in Q4 2021, an estimated $78K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Buffer ETF January in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Buffer ETF January position peaked at $78K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.