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 – 419
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

Other funds holding DBJA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Sterling Financial Planning sold out of Innovator Double Stacker 9 Buffer ETF - January (DBJA) in Q4 2021, closing a stake of 2,058 shares — an estimated $57K sold.

Sterling Financial Planning first reported a position in DBJA in Q1 2021 and held it in 3 quarters. The position peaked at $57K in Q3 2021. 10 funds tracked by Wall St. Rank hold DBJA as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator Double Stacker 9 Buffer ETF - January position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,058 Innovator Double Stacker 9 Buffer ETF - January shares in Q4 2021, an estimated $57K.
  • Sterling Financial Planning first reported a position in Innovator Double Stacker 9 Buffer ETF - January in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Innovator Double Stacker 9 Buffer ETF - January position peaked at $57K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - January as of Q4 2021.

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