AWM
DDTO

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
Q1 		$315K Buy
+14,869
New +$322K ﹤0.01% 1350

Other funds holding DDTO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $123M AUM 19.43% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AE Wealth Management's DDTO Position: Q1 2026 in Review

AE Wealth Management opened a new position in Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) in Q1 2026: 14,869 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings.

21 funds tracked by Wall St. Rank hold DDTO as of Q1 2026.

  • AE Wealth Management held 14,869 shares of Innovator Equity Dual Directional 10 Buffer ETF - October worth $315K as of Q1 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - October was a new AE Wealth Management position in Q1 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - October made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1350 holding.
  • 21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.