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 Q2	–	Sell	-50	Closed	-$939	–	1347
2026 Q1	$939	Buy	+50	New	+$944	﹤0.01%	1159

Other funds holding DDFM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GWM

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

Annis Gardner Whiting Capital Advisors's DDFM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q2 2026, closing a stake of 50 shares — an estimated $939 sold.

Annis Gardner Whiting Capital Advisors first reported a position in DDFM in Q1 2026 and held it in 1 quarter. The position peaked at $939 in Q1 2026. 42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - March position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 50 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q2 2026, an estimated $939.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's Innovator Equity Dual Directional 15 Buffer ETF - March position peaked at $939 in Q1 2026.
42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.