OneDigital Investment Advisors’s Innovator Triple Stacker ETF - October TSOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,594
Closed -$607K 1168
2023
Q3
$607K Sell
19,594
-1,146
-6% -$35.3K 0.01% 575
2023
Q2
$632K Hold
20,740
0.01% 553
2023
Q1
$597K Sell
20,740
-2,226
-10% -$62.4K 0.01% 552
2022
Q4
$610K Hold
22,966
0.02% 470
2022
Q3
$580K Sell
22,966
-892
-4% -$25K 0.02% 419
2022
Q2
$632K Buy
23,858
+160
+0.7% +$4.59K 0.03% 364
2022
Q1
$747K Hold
23,698
0.03% 342
2021
Q4
$767K Buy
23,698
+2,503
+12% +$79.4K 0.03% 330
2021
Q3
$647K Sell
21,195
-1,323
-6% -$40.3K 0.03% 356
2021
Q2
$683K Buy
22,518
+5
+0% +$149 0.03% 329
2021
Q1
$661K Buy
22,513
+10,814
+92% +$309K 0.03% 321
2020
Q4
$329K Buy
+11,699
New +$315K 0.02% 469

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

OneDigital Investment Advisors sold out of Innovator Triple Stacker ETF - October (TSOC) in Q4 2023, closing a stake of 19,594 shares — an estimated $607K sold.

OneDigital Investment Advisors first reported a position in TSOC in Q4 2020 and held it in 12 quarters. The position peaked at $767K in Q4 2021. 0 funds tracked by Wall St. Rank hold TSOC as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Innovator Triple Stacker ETF - October position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,594 Innovator Triple Stacker ETF - October shares in Q4 2023, an estimated $607K.
  • OneDigital Investment Advisors first reported a position in Innovator Triple Stacker ETF - October in Q4 2020 and held it in 12 quarters.
  • OneDigital Investment Advisors's Innovator Triple Stacker ETF - October position peaked at $767K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Innovator Triple Stacker ETF - October as of Q4 2023.

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