SFP
DBJA

Sterling Financial Planning’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History

Sterling Financial Planning’s Portfolio DBJA Stock Details DBJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,058
Closed -$57K – 420
2021
Q3 		$57K Hold
2,058
– – 0.04% 174
2021
Q2 		$56K Hold
2,058
– – 0.04% 162
2021
Q1 		$54K Buy
+2,058
New +$53.1K 0.04% 150

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AWA
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Susquehanna International Group
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OIA
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DFA
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Cetera Investment Advisers
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OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
DHGWA
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return