VWA
DBOC

Visionary Wealth Advisors’s Innovator Double Stacker 9 Buffer ETF - October DBOC Stock Holding History

Visionary Wealth Advisors’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
Q2 		– Sell
-29,900
Closed -$836K – 358
2021
Q1 		$836K Sell
29,900
-2,325
-7% -$63.8K 0.09% 155
2020
Q4 		$876K Buy
+32,225
New +$851K 0.1% 147

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Visionary Wealth Advisors's DBOC Position: Q2 2021 in Review

Visionary Wealth Advisors sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q2 2021, closing a stake of 29,900 shares — an estimated $836K sold.

Visionary Wealth Advisors first reported a position in DBOC in Q4 2020 and held it in 2 quarters. The position peaked at $876K in Q4 2020. 15 funds tracked by Wall St. Rank hold DBOC as of Q2 2021.

  • Visionary Wealth Advisors reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q2 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 29,900 Innovator Double Stacker 9 Buffer ETF - October shares in Q2 2021, an estimated $836K.
  • Visionary Wealth Advisors first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2020 and held it in 2 quarters.
  • Visionary Wealth Advisors's Innovator Double Stacker 9 Buffer ETF - October position peaked at $876K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q2 2021.

Based on Visionary Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.