CWRP
DDFM

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

Cassady Wealth & Retirement Planning’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
Q2 		$228K Buy
+11,530
New +$225K 0.11% 97

Other funds holding DDFM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM

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

Cassady Wealth & Retirement Planning opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q2 2026: 11,530 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings.

42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 11,530 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $228K as of Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March was a new Cassady Wealth & Retirement Planning position in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.11% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #97 holding.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

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