IFAM
DBOC

Institutional & Family Asset Management’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-2,832
Closed -$82K – 964
2021
Q3 		$82K Sell
2,832
-1,450
-34% -$41.9K 0.01% 260
2021
Q2 		$123K Buy
4,282
+1,402
+49% +$39.8K 0.02% 218
2021
Q1 		$80K Sell
2,880
-3,745
-57% -$103K 0.02% 297
2020
Q4 		$180K Buy
+6,625
New +$175K 0.04% 193

Other funds holding DBOC

CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Institutional & Family Asset Management's DBOC Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2021, closing a stake of 2,832 shares — an estimated $82K sold.

Institutional & Family Asset Management first reported a position in DBOC in Q4 2020 and held it in 4 quarters. The position peaked at $180K in Q4 2020. 15 funds tracked by Wall St. Rank hold DBOC as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,832 Innovator Double Stacker 9 Buffer ETF - October shares in Q4 2021, an estimated $82K.
  • Institutional & Family Asset Management first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's Innovator Double Stacker 9 Buffer ETF - October position peaked at $180K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.