A4 Wealth Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

A4 Wealth Advisors’s Portfolio DDTL Stock Details DDTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,802	Closed	-$223K	–	119
2026 Q1	$223K	Sell	10,802 -1,031	-9%	-$21.6K	0.18%	88
2025 Q4	$248K	Sell	11,833 -481	-4%	-$9.94K	0.21%	94
2025 Q3	$252K	Buy	+12,314	New	+$247K	0.21%	141

Other funds holding DDTL

IMC

Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

A4 Wealth Advisors's DDTL Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) in Q2 2026, closing a stake of 10,802 shares — an estimated $223K sold.

A4 Wealth Advisors first reported a position in DDTL in Q3 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 22 funds tracked by Wall St. Rank hold DDTL as of Q2 2026.

A4 Wealth Advisors reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - July position as of Q2 2026 after selling out during the quarter.
A4 Wealth Advisors sold 10,802 Innovator Equity Dual Directional 10 Buffer ETF - July shares in Q2 2026, an estimated $223K.
A4 Wealth Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q3 2025 and held it in 3 quarters.
A4 Wealth Advisors's Innovator Equity Dual Directional 10 Buffer ETF - July position peaked at $252K in Q3 2025.
22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.