Atlantic Private Wealth
DDFZ icon

Atlantic Private Wealth’s Innovator Equity Dual Directional 15 Buffer ETF - June DDFZ Stock Holding History

Atlantic Private Wealth’s Portfolio DDFZ Stock Details DDFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$40.9K Buy
+2,070
New +$40.5K 0.02% 129

Other funds holding DDFZ

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM

Atlantic Private Wealth's DDFZ Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) in Q3 2026: 2,070 shares worth $40.9K. The stake represents 0.02% of the portfolio and ranks #129 among its holdings.

37 funds tracked by Wall St. Rank hold DDFZ as of Q3 2026.

  • Atlantic Private Wealth held 2,070 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $40.9K as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June was a new Atlantic Private Wealth position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June made up 0.02% of Atlantic Private Wealth's portfolio in Q3 2026, its #129 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.