AA
DSOC

Altman Advisors’s Innovator Double Stacker ETF - October DSOC Stock Holding History

Altman Advisors’s Portfolio DSOC Stock Details DSOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,502
Closed -$582K – 89
2021
Q4 		$582K Buy
18,502
+213
+1% +$6.93K 0.36% 64
2021
Q3 		$597K Sell
18,289
-598
-3% -$18.5K 0.33% 69
2021
Q2 		$586K Buy
18,887
+1,594
+9% +$48K 0.33% 70
2021
Q1 		$506K Buy
17,293
+767
+5% +$21.9K 0.33% 73
2020
Q4 		$465K Buy
+16,526
New +$444K 0.29% 70

Other funds holding DSOC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Altman Advisors's DSOC Position: Q1 2022 in Review

Altman Advisors sold out of Innovator Double Stacker ETF - October (DSOC) in Q1 2022, closing a stake of 18,502 shares — an estimated $582K sold.

Altman Advisors first reported a position in DSOC in Q4 2020 and held it in 5 quarters. The position peaked at $597K in Q3 2021. 7 funds tracked by Wall St. Rank hold DSOC as of Q1 2022.

  • Altman Advisors reported no remaining Innovator Double Stacker ETF - October position as of Q1 2022 after selling out during the quarter.
  • Altman Advisors sold 18,502 Innovator Double Stacker ETF - October shares in Q1 2022, an estimated $582K.
  • Altman Advisors first reported a position in Innovator Double Stacker ETF - October in Q4 2020 and held it in 5 quarters.
  • Altman Advisors's Innovator Double Stacker ETF - October position peaked at $597K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Innovator Double Stacker ETF - October as of Q1 2022.

Based on Altman Advisors's 13F filing for Q1 2022, filed 9 May 2022.