Woodard & Company Asset Management Group’s Innovator Double Stacker 9 Buffer ETF - January DBJA Stock Holding History

Woodard & Company Asset Management Group’s Portfolio DBJA Stock Details DBJA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,500	Closed	-$42K	–	110
2021 Q3	$42K	Hold	1,500	–	–	0.03%	89
2021 Q2	$41K	Hold	1,500	–	–	0.02%	91
2021 Q1	$40K	Buy	+1,500	New	+$38.7K	0.03%	99

Other funds holding DBJA

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

ACM

Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

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

OCM

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

DHGWA

Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Woodard & Company Asset Management Group's DBJA Position: Q4 2021 in Review

Woodard & Company Asset Management Group sold out of Innovator Double Stacker 9 Buffer ETF - January (DBJA) in Q4 2021, closing a stake of 1,500 shares — an estimated $42K sold.

Woodard & Company Asset Management Group first reported a position in DBJA in Q1 2021 and held it in 3 quarters. The position peaked at $42K in Q3 2021. 10 funds tracked by Wall St. Rank hold DBJA as of Q4 2021.

Woodard & Company Asset Management Group reported no remaining Innovator Double Stacker 9 Buffer ETF - January position as of Q4 2021 after selling out during the quarter.
Woodard & Company Asset Management Group sold 1,500 Innovator Double Stacker 9 Buffer ETF - January shares in Q4 2021, an estimated $42K.
Woodard & Company Asset Management Group first reported a position in Innovator Double Stacker 9 Buffer ETF - January in Q1 2021 and held it in 3 quarters.
Woodard & Company Asset Management Group's Innovator Double Stacker 9 Buffer ETF - January position peaked at $42K in Q3 2021.
10 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - January as of Q4 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2021, filed 10 Feb 2022.