AGWCA
DDFM

Annis Gardner Whiting Capital Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - March DDFM Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio DDFM Stock Details DDFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$939 Buy
+50
New +$944 ﹤0.01% 1159

Other funds holding DDFM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's DDFM Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q1 2026: 50 shares worth $939. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

37 funds tracked by Wall St. Rank hold DDFM as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 50 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $939 as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March was a new Annis Gardner Whiting Capital Advisors position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1159 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.