CRWM
DDFD

Castle Rock Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Castle Rock Wealth Management’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 		$772K Sell
38,613
-1,533
-4% -$30.2K 0.15% 141
2026
Q1 		$764K Hold
40,146
– – 0.17% 130
2025
Q4 		$771K Buy
+40,146
New +$767K 0.17% 127

Other funds holding DDFD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM

Castle Rock Wealth Management's DDFD Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 3.8% in Q2 2026, selling an estimated $30.2K and leaving 38,613 shares worth $772K. The position accounts for 0.15% of the portfolio, ranked #141.

Castle Rock Wealth Management first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • Castle Rock Wealth Management held 38,613 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $772K as of Q2 2026.
  • Castle Rock Wealth Management sold 1,533 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q2 2026, an estimated $30.2K.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up 0.15% of Castle Rock Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Castle Rock Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.