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

AE Wealth Management’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	$13K	Hold	592	–	–	﹤0.01%	2332
2026 Q1	$12.2K	Hold	592	–	–	﹤0.01%	2234
2025 Q4	$12.4K	Hold	592	–	–	﹤0.01%	2104
2025 Q3	$12.1K	Buy	+592	New	+$11.9K	﹤0.01%	1976

Other funds holding DDTL

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 $583M AUM 16.78% 1-Year Est. Return

MFG

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

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

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

AE Wealth Management held its Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) position steady in Q2 2026 at 592 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

AE Wealth Management first reported a position in DDTL in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold DDTL as of Q2 2026.

AE Wealth Management held 592 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $13K as of Q2 2026.
AE Wealth Management left its Innovator Equity Dual Directional 10 Buffer ETF - July share count unchanged in Q2 2026.
Innovator Equity Dual Directional 10 Buffer ETF - July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2332 holding.
AE Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q2 2026.

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