CA
DDFD

Calton & Associates’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Calton & Associates’s Portfolio DDFD Stock Details DDFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,214
Closed -$387K – 506
2025
Q4 		$387K Buy
+20,214
New +$386K 0.06% 285

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Calton & Associates's DDFD Position: Q1 2026 in Review

Calton & Associates sold out of Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) in Q1 2026, closing a stake of 20,214 shares — an estimated $387K sold.

Calton & Associates first reported a position in DDFD in Q4 2025 and held it in 1 quarter. The position peaked at $387K in Q4 2025. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

  • Calton & Associates reported no remaining Innovator Equity Dual Directional 15 Buffer ETF Dec position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 20,214 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q1 2026, an estimated $387K.
  • Calton & Associates first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and held it in 1 quarter.
  • Calton & Associates's Innovator Equity Dual Directional 15 Buffer ETF Dec position peaked at $387K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.