AWM
DDTJ

AE Wealth Management’s Innovator Equity Dual Directional 10 Buffer ETF - January DDTJ Stock Holding History

AE Wealth Management’s Portfolio DDTJ Stock Details DDTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Sell
26,650
-156,410
-85% -$3.08M ﹤0.01% 1192
2026
Q1 		$3.4M Buy
+183,060
New +$3.47M 0.02% 503

Other funds holding DDTJ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BRPW
Ballast Rock Private Wealth Charleston, South Carolina $217M AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

AE Wealth Management reduced its Innovator Equity Dual Directional 10 Buffer ETF - January (DDTJ) stake by 85% in Q2 2026, selling an estimated $3.08M and leaving 26,650 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

AE Wealth Management first reported a position in DDTJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.4M in Q1 2026. 22 funds tracked by Wall St. Rank hold DDTJ as of Q2 2026.

  • AE Wealth Management held 26,650 shares of Innovator Equity Dual Directional 10 Buffer ETF - January worth $535K as of Q2 2026.
  • AE Wealth Management sold 156,410 Innovator Equity Dual Directional 10 Buffer ETF - January shares in Q2 2026, an estimated $3.08M.
  • Innovator Equity Dual Directional 10 Buffer ETF - January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • AE Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Innovator Equity Dual Directional 10 Buffer ETF - January position peaked at $3.4M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - January as of Q2 2026.

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