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

AE Wealth Management’s Portfolio DDTN Stock Details DDTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.66M	Buy	81,436 +68,435	+526%	+$1.37M	0.01%	727
2026 Q1	$243K	Buy	+13,001	New	+$249K	﹤0.01%	1502

Other funds holding DDTN

GWM

Goldenstone Wealth Management El Dorado Hills, California $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

AE Wealth Management increased its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) stake by 526% in Q2 2026, buying an estimated $1.37M and bringing the position to 81,436 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #727.

AE Wealth Management first reported a position in DDTN in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold DDTN as of Q2 2026.

AE Wealth Management held 81,436 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $1.66M as of Q2 2026.
AE Wealth Management bought 68,435 Innovator Equity Dual Directional 10 Buffer ETF - November shares in Q2 2026, an estimated $1.37M.
Innovator Equity Dual Directional 10 Buffer ETF - November made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #727 holding.
AE Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q1 2026 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q2 2026.

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