AWM
DDFD

AE Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

AE Wealth Management’s Portfolio DDFD Stock Details DDFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.3K Buy
3,450
+3,000
+667% +$57.5K ﹤0.01% 1903
2025
Q4 		$8.62K Buy
+450
New +$8.59K ﹤0.01% 2155

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AE Wealth Management's DDFD Position: Q1 2026 in Review

AE Wealth Management increased its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 667% in Q1 2026, buying an estimated $57.5K and bringing the position to 3,450 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

AE Wealth Management first reported a position in DDFD in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

  • AE Wealth Management held 3,450 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $65.3K as of Q1 2026.
  • AE Wealth Management bought 3,000 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q1 2026, an estimated $57.5K.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1903 holding.
  • AE Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.