WCAMG
DBOC

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

Woodard & Company Asset Management Group’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
Q3 		– Sell
-1,500
Closed -$43K – 108
2021
Q2 		$43K Hold
1,500
– – 0.03% 90
2021
Q1 		$42K Hold
1,500
– – 0.03% 97
2020
Q4 		$41K Buy
+1,500
New +$39.6K 0.03% 86

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 $217M AUM 26.96% 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 $161M AUM 38.38% 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 $802M AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Woodard & Company Asset Management Group's DBOC Position: Q3 2021 in Review

Woodard & Company Asset Management Group sold out of Innovator Double Stacker 9 Buffer ETF - October (DBOC) in Q3 2021, closing a stake of 1,500 shares — an estimated $43K sold.

Woodard & Company Asset Management Group first reported a position in DBOC in Q4 2020 and held it in 3 quarters. The position peaked at $43K in Q2 2021. 13 funds tracked by Wall St. Rank hold DBOC as of Q3 2021.

  • Woodard & Company Asset Management Group reported no remaining Innovator Double Stacker 9 Buffer ETF - October position as of Q3 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 1,500 Innovator Double Stacker 9 Buffer ETF - October shares in Q3 2021, an estimated $43K.
  • Woodard & Company Asset Management Group first reported a position in Innovator Double Stacker 9 Buffer ETF - October in Q4 2020 and held it in 3 quarters.
  • Woodard & Company Asset Management Group's Innovator Double Stacker 9 Buffer ETF - October position peaked at $43K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Innovator Double Stacker 9 Buffer ETF - October as of Q3 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q3 2021, filed 29 Oct 2021.