Sterling Financial Planning Inc. Purchases 11,775 Shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January $XBJA

Sterling Financial Planning Inc. boosted its holdings in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January (BATS:XBJA) by 4.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 261,717 shares of the company’s stock after acquiring an additional 11,775 shares during the period. Innovator U.S. Equity Accelerated 9 Buffer ETF – January makes up approximately 2.6% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 13th largest holding. Sterling Financial Planning Inc. owned 7.93% of Innovator U.S. Equity Accelerated 9 Buffer ETF – January worth $7,888,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. CWM LLC lifted its holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – January by 10.1% during the second quarter. CWM LLC now owns 32,112 shares of the company’s stock worth $968,000 after acquiring an additional 2,938 shares in the last quarter. IFP Advisors Inc lifted its holdings in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January by 6.0% during the 2nd quarter. IFP Advisors Inc now owns 9,752 shares of the company’s stock valued at $294,000 after purchasing an additional 552 shares in the last quarter. Gradient Investments LLC bought a new position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January during the 2nd quarter valued at about $605,000. Stuart Chaussee & Associates Inc. bought a new position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January during the 1st quarter valued at about $60,614,000. Finally, JT Stratford LLC bought a new position in Innovator U.S. Equity Accelerated 9 Buffer ETF – January in the first quarter valued at approximately $208,000.

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

Shares of XBJA opened at $31.30 on Wednesday. Innovator U.S. Equity Accelerated 9 Buffer ETF – January has a twelve month low of $25.36 and a twelve month high of $30.60. The firm’s 50 day moving average price is $31.02 and its two-hundred day moving average price is $29.74. The firm has a market cap of $103.29 million, a P/E ratio of 24.83 and a beta of 0.62.

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.