CWRP
DDFD

Cassady Wealth & Retirement Planning’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$1.03M Buy
51,363
+2,233
+5% +$44K 0.48% 45
2026
Q1 		$966K Buy
49,130
+9,206
+23% +$176K 0.5% 47
2025
Q4 		$765K Buy
+39,924
New +$762K 0.5% 54

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Cassady Wealth & Retirement Planning's DDFD Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 4.5% in Q2 2026, buying an estimated $44K and bringing the position to 51,363 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #45.

Cassady Wealth & Retirement Planning first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 51,363 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $1.03M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 2,233 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q2 2026, an estimated $44K.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up 0.48% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #45 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.