BRWA
DDTS

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

B. Riley Wealth Advisors’s Portfolio DDTS Stock Details DDTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,840
Closed -$402K – 1145
2025
Q4 		$402K Buy
18,840
+4,200
+29% +$88.5K 0.02% 601
2025
Q3 		$306K Buy
+14,640
New +$304K 0.01% 722

Other funds holding DDTS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of Innovator Equity Dual Directional 10 Buffer ETF - September (DDTS) in Q1 2026, closing a stake of 18,840 shares — an estimated $402K sold.

B. Riley Wealth Advisors first reported a position in DDTS in Q3 2025 and held it in 2 quarters. The position peaked at $402K in Q4 2025. 20 funds tracked by Wall St. Rank hold DDTS as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - September position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,840 Innovator Equity Dual Directional 10 Buffer ETF - September shares in Q1 2026, an estimated $402K.
  • B. Riley Wealth Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - September in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Innovator Equity Dual Directional 10 Buffer ETF - September position peaked at $402K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - September as of Q1 2026.

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