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

White Knight Strategic 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
2023 Q3	–	Sell	-11,859	Closed	-$369K	–	74
2023 Q2	$369K	Sell	11,859 -537	-4%	-$16.3K	0.43%	46
2023 Q1	$368K	Sell	12,396 -2,791	-18%	-$80.6K	0.46%	45
2022 Q4	$420K	Sell	15,187 -1,689	-10%	-$46.3K	0.58%	45
2022 Q3	$447K	Sell	16,876 -55	-0.3%	-$1.54K	0.64%	38
2022 Q2	$457K	Sell	16,931 -101	-0.6%	-$2.85K	0.63%	37
2022 Q1	$508K	Sell	17,032 -5,897	-26%	-$173K	0.55%	42
2021 Q4	$693K	Buy	+22,929	New	+$682K	0.72%	35

Other funds holding DBOC

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OCM

Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

White Knight Strategic Wealth Advisors's DBOC Position: Q3 2023 in Review

White Knight Strategic Wealth Advisors sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q3 2023, closing a stake of 11,859 shares — an estimated $369K sold.

White Knight Strategic Wealth Advisors first reported a position in DBOC in Q4 2021 and held it in 7 quarters. The position peaked at $693K in Q4 2021. 13 funds tracked by Wall St. Rank hold DBOC as of Q3 2023.

White Knight Strategic Wealth Advisors reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q3 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 11,859 Innovator Double Stacker 9 Buffer ETF - October shares in Q3 2023, an estimated $369K.
White Knight Strategic Wealth Advisors first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2021 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's Innovator Double Stacker 9 Buffer ETF - October position peaked at $693K in Q4 2021.
13 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q3 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.