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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-20,292
Closed -$641K 825
2023
Q3
$641K Sell
20,292
-1,258
-6% -$39.4K 0.33% 57
2023
Q2
$670K Sell
21,550
-170
-0.8% -$5.15K 0.35% 62
2023
Q1
$645K Buy
21,720
+880
+4% +$25.4K 0.35% 62
2022
Q4
$597K Buy
20,840
+2,749
+15% +$75.4K 0.34% 65
2022
Q3
$480K Sell
18,091
-20
-0.1% -$561 0.28% 74
2022
Q2
$489K Sell
18,111
-50
-0.3% -$1.41K 0.27% 75
2022
Q1
$542K Buy
18,161
+2,360
+15% +$69.3K 0.26% 78
2021
Q4
$478K Buy
15,801
+2,898
+22% +$86.2K 0.22% 83
2021
Q3
$410K Buy
12,903
+392
+3% +$11.3K 0.21% 86
2021
Q2
$359K Buy
12,511
+245
+2% +$6.96K 0.19% 89
2021
Q1
$343K Buy
12,266
+748
+6% +$20.5K 0.2% 83
2020
Q4
$313K Buy
+11,518
New +$304K 0.2% 78

DHJJ Financial Advisors's DBOC Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2023, closing a stake of 20,292 shares — an estimated $641K sold.

DHJJ Financial Advisors first reported a position in DBOC in Q4 2020 and held it in 12 quarters. The position peaked at $670K in Q2 2023. 0 funds tracked by Wall St. Rank hold DBOC as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 20,292 Innovator Double Stacker 9 Buffer ETF - October shares in Q4 2023, an estimated $641K.
  • DHJJ Financial Advisors first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2020 and held it in 12 quarters.
  • DHJJ Financial Advisors's Innovator Double Stacker 9 Buffer ETF - October position peaked at $670K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.