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
Q2 		$68.9K Hold
3,450
– – ﹤0.01% 2016
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 $7.49B AUM 24.82% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's DDFD Position: Q2 2026 in Review

AE Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q2 2026 at 3,450 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

AE Wealth Management first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • AE Wealth Management held 3,450 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $68.9K as of Q2 2026.
  • AE Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF Dec share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2016 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 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.