BRWA
DDTO

B. Riley Wealth Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - October DDTO Stock Holding History

B. Riley Wealth Advisors’s Portfolio DDTO Stock Details DDTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-273,900
Closed -$5.93M – 1147
2025
Q4 		$5.93M Buy
+273,900
New +$5.86M 0.27% 78

Other funds holding DDTO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) in Q1 2026, closing a stake of 273,900 shares — an estimated $5.93M sold.

B. Riley Wealth Advisors first reported a position in DDTO in Q4 2025 and held it in 1 quarter. The position peaked at $5.93M in Q4 2025. 21 funds tracked by Wall St. Rank hold DDTO as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 273,900 Innovator Equity Dual Directional 10 Buffer ETF - October shares in Q1 2026, an estimated $5.93M.
  • B. Riley Wealth Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - October in Q4 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Innovator Equity Dual Directional 10 Buffer ETF - October position peaked at $5.93M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q1 2026.

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