CIA
DDFM

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
Q1 		$1.47M Buy
+78,161
New +$1.48M 0.49% 45

Other funds holding DDFM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cape Investment Advisory's DDFM Position: Q1 2026 in Review

Cape Investment Advisory opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q1 2026: 78,161 shares worth $1.47M. The stake represents 0.49% of the portfolio and ranks #45 among its holdings.

37 funds tracked by Wall St. Rank hold DDFM as of Q1 2026.

  • Cape Investment Advisory held 78,161 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $1.47M as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March was a new Cape Investment Advisory position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.49% of Cape Investment Advisory's portfolio in Q1 2026, its #45 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.