Blue Bell Private Wealth Management’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DBOC Stock Details DBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,393	Closed	-$549K	–	742
2023 Q3	$549K	Sell	17,393 -593	-3%	-$18.6K	0.15%	84
2023 Q2	$559K	Sell	17,986 -137	-0.8%	-$4.15K	0.15%	82
2023 Q1	$538K	Sell	18,123 -277	-2%	-$8K	0.16%	78
2022 Q4	$509K	Sell	18,400 -55	-0.3%	-$1.51K	0.17%	71
2022 Q3	$489K	Sell	18,455 -1,023	-5%	-$28.7K	0.17%	67
2022 Q2	$526K	Sell	19,478 -258	-1%	-$7.27K	0.18%	63
2022 Q1	$589K	Sell	19,736 -986	-5%	-$29K	0.17%	56
2021 Q4	$626K	Sell	20,722 -36	-0.2%	-$1.07K	0.16%	56
2021 Q3	$603K	Sell	20,758 -364	-2%	-$10.5K	0.18%	48
2021 Q2	$607K	Sell	21,122 -1,901	-8%	-$54K	0.18%	50
2021 Q1	$643K	Buy	+23,023	New	+$632K	0.2%	46

Blue Bell Private Wealth Management's DBOC Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2023, closing a stake of 17,393 shares — an estimated $549K sold.

Blue Bell Private Wealth Management first reported a position in DBOC in Q1 2021 and held it in 11 quarters. The position peaked at $643K in Q1 2021. 0 funds tracked by Wall St. Rank hold DBOC as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 17,393 Innovator Double Stacker 9 Buffer ETF - October shares in Q4 2023, an estimated $549K.
Blue Bell Private Wealth Management first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q1 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's Innovator Double Stacker 9 Buffer ETF - October position peaked at $643K in Q1 2021.
0 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.