B. Riley Wealth Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - September DDFS Stock Holding History

B. Riley Wealth Advisors’s Portfolio DDFS Stock Details DDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81M	Buy	+81,300	New	+$1.8M	0.07%	245
2026 Q1	–	Sell	-120,800	Closed	-$2.56M	–	1146
2025 Q4	$2.56M	Buy	120,800 +11,700	+11%	+$245K	0.12%	174
2025 Q3	$2.28M	Buy	+109,100	New	+$2.26M	0.11%	187

Other funds holding DDFS

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

B. Riley Wealth Advisors's DDFS Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) in Q3 2026: 81,300 shares worth $1.81M. The stake represents 0.07% of the portfolio and ranks #245 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in DDFS as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in DDFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.56M in Q4 2025. 26 funds tracked by Wall St. Rank hold DDFS as of Q3 2026.

B. Riley Wealth Advisors held 81,300 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $1.81M as of Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September was a new B. Riley Wealth Advisors position in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.07% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #245 holding.
B. Riley Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
B. Riley Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $2.56M in Q4 2025.
26 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.