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Cape Investment Advisory’s Innovator Equity Dual Directional 15 Buffer ETF - January DDFJ Stock Holding History

Cape Investment Advisory’s Portfolio DDFJ Stock Details DDFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156K Hold
7,742
– – 0.04% 274
2026
Q2 		$153K Buy
+7,742
New +$151K 0.04% 277

Other funds holding DDFJ

EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Cape Investment Advisory's DDFJ Position: Q3 2026 in Review

Cape Investment Advisory held its Innovator Equity Dual Directional 15 Buffer ETF - January (DDFJ) position steady in Q3 2026 at 7,742 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #274.

Cape Investment Advisory first reported a position in DDFJ in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold DDFJ as of Q3 2026.

  • Cape Investment Advisory held 7,742 shares of Innovator Equity Dual Directional 15 Buffer ETF - January worth $156K as of Q3 2026.
  • Cape Investment Advisory left its Innovator Equity Dual Directional 15 Buffer ETF - January share count unchanged in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - January made up 0.04% of Cape Investment Advisory's portfolio in Q3 2026, its #274 holding.
  • Cape Investment Advisory first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - January in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - January as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.