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	–	137
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

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors

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