OIA
DSOC

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

OneDigital Investment 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
-17,898
Closed -$579K – 1169
2023
Q3 		$579K Sell
17,898
-1,898
-10% -$60.8K 0.01% 588
2023
Q2 		$628K Hold
19,796
– – 0.01% 558
2023
Q1 		$590K Sell
19,796
-3,625
-15% -$104K 0.01% 559
2022
Q4 		$633K Sell
23,421
-225
-1% -$6.05K 0.02% 459
2022
Q3 		$608K Sell
23,646
-500
-2% -$14.2K 0.02% 410
2022
Q2 		$651K Buy
24,146
+447
+2% +$13.1K 0.03% 354
2022
Q1 		$772K Sell
23,699
-665
-3% -$21.2K 0.03% 335
2021
Q4 		$814K Sell
24,364
-5,578
-19% -$182K 0.03% 323
2021
Q3 		$931K Sell
29,942
-1,985
-6% -$61.4K 0.04% 283
2021
Q2 		$979K Buy
31,927
+6,506
+26% +$196K 0.04% 258
2021
Q1 		$745K Buy
+25,421
New +$726K 0.03% 299

OneDigital Investment Advisors's DSOC Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Innovator Double Stacker ETF - October (DSOC) in Q4 2023, closing a stake of 17,898 shares — an estimated $579K sold.

OneDigital Investment Advisors first reported a position in DSOC in Q1 2021 and held it in 11 quarters. The position peaked at $979K in Q2 2021. 0 funds tracked by Wall St. Rank hold DSOC as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Innovator Double Stacker ETF - October position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,898 Innovator Double Stacker ETF - October shares in Q4 2023, an estimated $579K.
  • OneDigital Investment Advisors first reported a position in Innovator Double Stacker ETF - October in Q1 2021 and held it in 11 quarters.
  • OneDigital Investment Advisors's Innovator Double Stacker ETF - October position peaked at $979K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Innovator Double Stacker ETF - October as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.