Cape Investment Advisory’s Innovator Equity Dual Directional 10 Buffer ETF - June DDTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	+7,450	New	+$143K	0.04%	282

Other funds holding DDTZ

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

RRA

Red Reef Advisors Boca Raton, Florida $108M AUM

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

Cape Investment Advisory opened a new position in Innovator Equity Dual Directional 10 Buffer ETF - June (DDTZ) in Q2 2026: 7,450 shares worth $144K. The stake represents 0.04% of the portfolio and ranks #282 among its holdings.

6 funds tracked by Wall St. Rank hold DDTZ as of Q2 2026.

Cape Investment Advisory held 7,450 shares of Innovator Equity Dual Directional 10 Buffer ETF - June worth $144K as of Q2 2026.
Innovator Equity Dual Directional 10 Buffer ETF - June was a new Cape Investment Advisory position in Q2 2026.
Innovator Equity Dual Directional 10 Buffer ETF - June made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #282 holding.
6 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - June as of Q2 2026.

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