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

Cape Investment Advisory’s Portfolio DDFM Stock Details DDFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	79,661 +1,500	+2%	+$29.3K	0.42%	45
2026 Q1	$1.47M	Buy	+78,161	New	+$1.48M	0.49%	45

Other funds holding DDFM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GWM

Goldenstone Wealth Management El Dorado Hills, California $153M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cape Investment Advisory's DDFM Position: Q2 2026 in Review

Cape Investment Advisory increased its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) stake by 1.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 79,661 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #45.

Cape Investment Advisory first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

Cape Investment Advisory held 79,661 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $1.57M as of Q2 2026.
Cape Investment Advisory bought 1,500 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q2 2026, an estimated $29.3K.
Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.42% of Cape Investment Advisory's portfolio in Q2 2026, its #45 holding.
Cape Investment Advisory first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.