SFP
DBOC

Sterling Financial Planning’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

Sterling Financial Planning’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
-2,688
Closed -$78K – 420
2021
Q3 		$78K Hold
2,688
– – 0.05% 150
2021
Q2 		$77K Hold
2,688
– – 0.05% 140
2021
Q1 		$75K Hold
2,688
– – 0.05% 124
2020
Q4 		$73K Buy
+2,688
New +$71K 0.06% 120

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 $192M AUM 20.53% 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 $302M AUM 16.88% 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

Sterling Financial Planning's DBOC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q4 2021, closing a stake of 2,688 shares — an estimated $78K sold.

Sterling Financial Planning first reported a position in DBOC in Q4 2020 and held it in 4 quarters. The position peaked at $78K in Q3 2021. 15 funds tracked by Wall St. Rank hold DBOC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,688 Innovator Double Stacker 9 Buffer ETF - October shares in Q4 2021, an estimated $78K.
  • Sterling Financial Planning first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator Double Stacker 9 Buffer ETF - October position peaked at $78K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.