CWRP
DDFL

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

Cassady Wealth & Retirement Planning’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Buy
+10,694
New +$225K 0.11% 98

Other funds holding DDFL

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cassady Wealth & Retirement Planning opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q2 2026: 10,694 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings.

50 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 10,694 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $227K as of Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July was a new Cassady Wealth & Retirement Planning position in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.11% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #98 holding.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

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