IA
DSOC

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

IFP 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
2021
Q4 		– Sell
-500
Closed -$16K – 3522
2021
Q3 		$16K Hold
500
– – ﹤0.01% 2099
2021
Q2 		$15K Hold
500
– – ﹤0.01% 2067
2021
Q1 		$15K Hold
500
– – ﹤0.01% 1979
2020
Q4 		$14K Buy
+500
New +$13.4K ﹤0.01% 1938

Other funds holding DSOC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $241M AUM 31.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

IFP Advisors's DSOC Position: Q4 2021 in Review

IFP Advisors sold out of Innovator Double Stacker ETF - October (DSOC) in Q4 2021, closing a stake of 500 shares — an estimated $16K sold.

IFP Advisors first reported a position in DSOC in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q3 2021. 9 funds tracked by Wall St. Rank hold DSOC as of Q4 2021.

  • IFP Advisors reported no remaining Innovator Double Stacker ETF - October position as of Q4 2021 after selling out during the quarter.
  • IFP Advisors sold 500 Innovator Double Stacker ETF - October shares in Q4 2021, an estimated $16K.
  • IFP Advisors first reported a position in Innovator Double Stacker ETF - October in Q4 2020 and held it in 4 quarters.
  • IFP Advisors's Innovator Double Stacker ETF - October position peaked at $16K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Innovator Double Stacker ETF - October as of Q4 2021.

Based on IFP Advisors's 13F filing for Q4 2021, filed 12 Jan 2022.