APW
DDTM

Atlantic Private Wealth’s Innovator Equity Dual Directional 10 Buffer ETF - March DDTM Stock Holding History

Atlantic Private Wealth’s Portfolio DDTM Stock Details DDTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,000
Closed -$55.7K – 329
2026
Q1 		$55.7K Buy
+3,000
New +$56.3K 0.04% 123

Other funds holding DDTM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Atlantic Private Wealth's DDTM Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator Equity Dual Directional 10 Buffer ETF - March (DDTM) in Q2 2026, closing a stake of 3,000 shares — an estimated $55.7K sold.

Atlantic Private Wealth first reported a position in DDTM in Q1 2026 and held it in 1 quarter. The position peaked at $55.7K in Q1 2026. 12 funds tracked by Wall St. Rank hold DDTM as of Q2 2026.

  • Atlantic Private Wealth reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - March position as of Q2 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 3,000 Innovator Equity Dual Directional 10 Buffer ETF - March shares in Q2 2026, an estimated $55.7K.
  • Atlantic Private Wealth first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - March in Q1 2026 and held it in 1 quarter.
  • Atlantic Private Wealth's Innovator Equity Dual Directional 10 Buffer ETF - March position peaked at $55.7K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - March as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.