CPA
DDFL

Clear Point Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Clear Point Advisors’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
Q1 		– Sell
-33,399
Closed -$686K – 145
2025
Q4 		$686K Sell
33,399
-1,220
-4% -$24.8K 0.53% 53
2025
Q3 		$699K Buy
+34,619
New +$689K 0.54% 56

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Clear Point Advisors's DDFL Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q1 2026, closing a stake of 33,399 shares — an estimated $686K sold.

Clear Point Advisors first reported a position in DDFL in Q3 2025 and held it in 2 quarters. The position peaked at $699K in Q3 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Clear Point Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 33,399 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q1 2026, an estimated $686K.
  • Clear Point Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • Clear Point Advisors's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $699K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.