Bedel Financial Consulting’s Innovator Double Stacker ETF - January DSJA Stock Holding History

Bedel Financial Consulting’s Portfolio DSJA Stock Details DSJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-89	Closed	-$3K	–	979
2022 Q1	$3K	Hold	89	–	–	﹤0.01%	860
2021 Q4	$3K	Sell	89 -189	-68%	-$5.64K	﹤0.01%	865
2021 Q3	$8K	Hold	278	–	–	﹤0.01%	715
2021 Q2	$8K	Hold	278	–	–	﹤0.01%	719
2021 Q1	$7K	Buy	+278	New	+$7.23K	﹤0.01%	702

Other funds holding DSJA

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bedel Financial Consulting's DSJA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator Double Stacker ETF - January (DSJA) in Q2 2022, closing a stake of 89 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in DSJA in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 5 funds tracked by Wall St. Rank hold DSJA as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator Double Stacker ETF - January position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 89 Innovator Double Stacker ETF - January shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Innovator Double Stacker ETF - January in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's Innovator Double Stacker ETF - January position peaked at $8K in Q3 2021.
5 funds tracked by Wall St. Rank held Innovator Double Stacker ETF - January as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.