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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-14,869	Closed	-$315K	–	2825
2026 Q1	$315K	Buy	+14,869	New	+$322K	﹤0.01%	1350

Other funds holding DDTO

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

OMC

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

AE Wealth Management sold out of Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) in Q2 2026, closing a stake of 14,869 shares — an estimated $315K sold.

AE Wealth Management first reported a position in DDTO in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 21 funds tracked by Wall St. Rank hold DDTO as of Q2 2026.

AE Wealth Management reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - October position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 14,869 Innovator Equity Dual Directional 10 Buffer ETF - October shares in Q2 2026, an estimated $315K.
AE Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - October in Q1 2026 and held it in 1 quarter.
AE Wealth Management's Innovator Equity Dual Directional 10 Buffer ETF - October position peaked at $315K in Q1 2026.
21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q2 2026.

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