BPA
DDTL

Beacon Pointe Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

Beacon Pointe Advisors’s Portfolio DDTL Stock Details DDTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
89,860
+25,071
+39% +$543K 0.01% 771
2026
Q1 		$1.34M Buy
+64,789
New +$1.36M 0.01% 882

Other funds holding DDTL

IMC
Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Beacon Pointe Advisors's DDTL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) stake by 39% in Q2 2026, buying an estimated $543K and bringing the position to 89,860 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #771.

Beacon Pointe Advisors first reported a position in DDTL in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold DDTL as of Q2 2026.

  • Beacon Pointe Advisors held 89,860 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $1.98M as of Q2 2026.
  • Beacon Pointe Advisors bought 25,071 Innovator Equity Dual Directional 10 Buffer ETF - July shares in Q2 2026, an estimated $543K.
  • Innovator Equity Dual Directional 10 Buffer ETF - July made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #771 holding.
  • Beacon Pointe Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.