Carson Wealth (CWM LLC)
DBOC

Carson Wealth (CWM LLC)’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q4 		– Sell
-95
Closed -$3K – 4345
2022
Q3 		$3K Hold
95
– – ﹤0.01% 3394
2022
Q2 		$3K Hold
95
– – ﹤0.01% 3277
2022
Q1 		$3K Hold
95
– – ﹤0.01% 3109
2021
Q4 		$3K Buy
+95
New +$2.82K ﹤0.01% 3063

Other funds holding DBOC

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBOC Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in DBOC in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 15 funds tracked by Wall St. Rank hold DBOC as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 95 Innovator Double Stacker 9 Buffer ETF - October shares in Q4 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Innovator Double Stacker 9 Buffer ETF - October position peaked at $3K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.