Sterling Financial Planning Inc. Grows Stock Holdings in Innovator U.S. Equity Accelerated 9 Buffer ETF – January (BATS:XBJA)

Sterling Financial Planning Inc. grew its stake in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January (BATS:XBJA) by 3.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 230,013 shares of the company’s stock after acquiring an additional 7,957 shares during the period. Innovator U.S. Equity Accelerated 9 Buffer ETF – January accounts for approximately 2.4% of Sterling Financial Planning Inc.’s portfolio, making the stock its 13th largest holding. Sterling Financial Planning Inc. owned 0.07% of Innovator U.S. Equity Accelerated 9 Buffer ETF – January worth $6,617,000 as of its most recent SEC filing.

Separately, Encompass More Asset Management grew its position in shares of Innovator U.S. Equity Accelerated 9 Buffer ETF – January by 63.7% during the 4th quarter. Encompass More Asset Management now owns 26,347 shares of the company’s stock valued at $758,000 after purchasing an additional 10,252 shares in the last quarter.

Innovator U.S. Equity Accelerated 9 Buffer ETF – January Stock Up 0.3 %

Shares of XBJA stock opened at $29.51 on Thursday. The stock has a 50-day simple moving average of $29.03 and a two-hundred day simple moving average of $28.54. The stock has a market capitalization of $102.69 million, a P/E ratio of 23.73 and a beta of 0.39.

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.