DFA
TSOC

DHJJ Financial Advisors’s Innovator Triple Stacker ETF - October TSOC Stock Holding History

DHJJ Financial Advisors’s Portfolio TSOC Stock Details TSOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,791
Closed -$551K – 826
2023
Q3 		$551K Sell
17,791
-1,130
-6% -$34.8K 0.28% 68
2023
Q2 		$577K Hold
18,921
– – 0.3% 70
2023
Q1 		$544K Buy
18,921
+3,875
+26% +$109K 0.3% 72
2022
Q4 		$459K Sell
15,046
-1,490
-9% -$39.3K 0.26% 79
2022
Q3 		$417K Sell
16,536
-1,048
-6% -$29.3K 0.24% 84
2022
Q2 		$466K Sell
17,584
-630
-3% -$18.1K 0.26% 78
2022
Q1 		$575K Sell
18,214
-2,007
-10% -$62K 0.28% 70
2021
Q4 		$655K Buy
20,221
+3,806
+23% +$121K 0.31% 65
2021
Q3 		$521K Buy
16,415
+262
+2% +$7.99K 0.27% 73
2021
Q2 		$490K Buy
16,153
+5,205
+48% +$156K 0.26% 72
2021
Q1 		$321K Buy
+10,948
New +$313K 0.19% 87

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

DHJJ Financial Advisors sold out of Innovator Triple Stacker ETF - October (TSOC) in Q4 2023, closing a stake of 17,791 shares — an estimated $551K sold.

DHJJ Financial Advisors first reported a position in TSOC in Q1 2021 and held it in 11 quarters. The position peaked at $655K in Q4 2021. 0 funds tracked by Wall St. Rank hold TSOC as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining Innovator Triple Stacker ETF - October position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 17,791 Innovator Triple Stacker ETF - October shares in Q4 2023, an estimated $551K.
  • DHJJ Financial Advisors first reported a position in Innovator Triple Stacker ETF - October in Q1 2021 and held it in 11 quarters.
  • DHJJ Financial Advisors's Innovator Triple Stacker ETF - October position peaked at $655K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - October as of Q4 2023.

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