CWRP
DDFJ

Cassady Wealth & Retirement Planning’s Innovator Equity Dual Directional 15 Buffer ETF - January DDFJ Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$599K Buy
30,290
+237
+0.8% +$4.62K 0.28% 62
2026
Q1 		$584K Buy
+30,053
New +$572K 0.3% 62

Other funds holding DDFJ

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

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

Cassady Wealth & Retirement Planning increased its Innovator Equity Dual Directional 15 Buffer ETF - January (DDFJ) stake by 0.79% in Q2 2026, buying an estimated $4.62K and bringing the position to 30,290 shares worth $599K. The position accounts for 0.28% of the portfolio, ranked #62.

Cassady Wealth & Retirement Planning first reported a position in DDFJ in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold DDFJ as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 30,290 shares of Innovator Equity Dual Directional 15 Buffer ETF - January worth $599K as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 237 Innovator Equity Dual Directional 15 Buffer ETF - January shares in Q2 2026, an estimated $4.62K.
  • Innovator Equity Dual Directional 15 Buffer ETF - January made up 0.28% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #62 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - January as of Q2 2026.

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