AE Wealth Management
DDTY icon

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

AE Wealth Management’s Portfolio DDTY Stock Details DDTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.98M Buy
240,091
+80,554
+50% +$1.65M 0.02% 449
2026
Q2 		$3.23M Buy
+159,537
New +$3.2M 0.02% 536

Other funds holding DDTY

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Occidental Asset Management
Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

AE Wealth Management's DDTY Position: Q3 2026 in Review

AE Wealth Management increased its Innovator Equity Dual Directional 10 Buffer ETF - May (DDTY) stake by 50% in Q3 2026, buying an estimated $1.65M and bringing the position to 240,091 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #449.

AE Wealth Management first reported a position in DDTY in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold DDTY as of Q3 2026.

  • AE Wealth Management held 240,091 shares of Innovator Equity Dual Directional 10 Buffer ETF - May worth $4.98M as of Q3 2026.
  • AE Wealth Management bought 80,554 Innovator Equity Dual Directional 10 Buffer ETF - May shares in Q3 2026, an estimated $1.65M.
  • Innovator Equity Dual Directional 10 Buffer ETF - May made up 0.02% of AE Wealth Management's portfolio in Q3 2026, its #449 holding.
  • AE Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - May in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - May as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.