Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History

Sterling Financial Planning, Inc.

$289 Million
Q2 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 261,717 shares of XBJA stock, worth $8.03 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

261,717

Previous 249,942 4.71%

Holding current value

$8.03 Million

Previous $7.06 Million 11.81%

% of portfolio

2.73%

Previous 2.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$25.77 - $30.14 $303,441 - $354,898	11,775 Added 4.71%	261,717 $7.89 Million
Q1 2025 Apr 28, 2025	BUY	$27.88 - $29.48 $555,620 - $587,506	19,929 Added 8.66%	249,942 $7.06 Million
Q4 2024 Jan 31, 2025	BUY	$28.22 - $28.78 $224,546 - $229,002	7,957 Added 3.58%	230,013 $6.62 Million
Q3 2024 Oct 31, 2024	BUY	$26.96 - $28.34 $352,070 - $370,092	13,059 Added 6.25%	222,056 $6.29 Million
Q2 2024 Jul 30, 2024	BUY	$26.4 - $27.67 $512,160 - $536,798	19,400 Added 10.23%	208,997 $5.78 Million
Q1 2024 May 06, 2024	BUY	$25.47 - $26.97 $844,916 - $894,675	33,173 Added 21.21%	189,597 $5.11 Million
Q4 2023 Jan 31, 2024	BUY	$24.28 - $25.76 $765,815 - $812,496	31,541 Added 25.26%	156,424 $4.03 Million
Q3 2023 Nov 03, 2023	BUY	$24.52 - $25.08 $172,890 - $176,839	7,051 Added 5.98%	124,883 $3.09 Million
Q2 2023 Jul 28, 2023	BUY	$23.29 - $24.58 $780,075 - $823,282	33,494 Added 39.71%	117,832 $2.9 Million
Q1 2023 May 03, 2023	BUY	$21.89 - $23.32 $1.32 Million - $1.4 Million	60,111 Added 248.12%	84,338 $1.97 Million
Q4 2022 Feb 06, 2023	BUY	$20.48 - $23.09 $40,058 - $45,164	1,956 Added 8.78%	24,227 $530,000
Q3 2022 Nov 01, 2022	BUY	$20.52 - $23.46 $162,805 - $186,131	7,934 Added 55.34%	22,271 $457,000
Q2 2022 Jul 27, 2022	BUY	$20.72 - $24.28 $32,841 - $38,483	1,585 Added 12.43%	14,337 $305,000
Q1 2022 May 10, 2022	BUY	$22.7 - $24.8 $289,470 - $316,249	12,752 New	12,752 $308,000

Others Institutions Holding XBJA

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR US EQUITY AC

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Sterling Financial Planning, Inc. Innovator Etfs Tr Us Equity Ac Transaction History