CA
DBOC

CoreCap Advisors’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

CoreCap Advisors’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 		$68K Buy
+2,459
New +$67.5K ﹤0.01% 878
2022
Q3 		– Sell
-2,565
Closed -$69K – 2263
2022
Q2 		$69K Buy
+2,565
New +$72.2K 0.01% 836
2022
Q1 		– Sell
-2,565
Closed -$78K – 2260
2021
Q4 		$78K Buy
+2,565
New +$76.3K 0.01% 855

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

CoreCap Advisors's DBOC Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2022: 2,459 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in DBOC as recently as Q2 2022.

CoreCap Advisors first reported a position in DBOC in Q4 2021 and has held it in 3 quarters since. The position peaked at $78K in Q4 2021. 15 funds tracked by Wall St. Rank hold DBOC as of Q4 2022.

  • CoreCap Advisors held 2,459 shares of Innovator Double Stacker 9 Buffer ETF - October worth $68K as of Q4 2022.
  • Innovator Double Stacker 9 Buffer ETF - October was a new CoreCap Advisors position in Q4 2022.
  • Innovator Double Stacker 9 Buffer ETF - October made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #878 holding.
  • CoreCap Advisors first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's Innovator Double Stacker 9 Buffer ETF - October position peaked at $78K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.