BRWA
DDFS

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
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

B. Riley Wealth Advisors's DDFS Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) in Q1 2026, closing a stake of 120,800 shares — an estimated $2.56M sold.

B. Riley Wealth Advisors first reported a position in DDFS in Q3 2025 and held it in 2 quarters. The position peaked at $2.56M in Q4 2025. 45 funds tracked by Wall St. Rank hold DDFS as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - September position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 120,800 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q1 2026, an estimated $2.56M.
  • B. Riley Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $2.56M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.