DFA
DSOC

DHJJ Financial Advisors’s Innovator Double Stacker ETF - October DSOC Stock Holding History

DHJJ Financial Advisors’s Portfolio DSOC Stock Details DSOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,986
Closed -$161K – 827
2023
Q3 		$161K Buy
+4,986
New +$160K 0.08% 143

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

DHJJ Financial Advisors sold out of Innovator Double Stacker ETF - October (DSOC) in Q4 2023, closing a stake of 4,986 shares — an estimated $161K sold.

DHJJ Financial Advisors first reported a position in DSOC in Q3 2023 and held it in 1 quarter. The position peaked at $161K in Q3 2023. 0 funds tracked by Wall St. Rank hold DSOC as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Innovator Double Stacker ETF - October position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 4,986 Innovator Double Stacker ETF - October shares in Q4 2023, an estimated $161K.
  • DHJJ Financial Advisors first reported a position in Innovator Double Stacker ETF - October in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's Innovator Double Stacker ETF - October position peaked at $161K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Innovator Double Stacker ETF - October as of Q4 2023.

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