Clearstead Advisors’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Clearstead Advisors’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	$179K	Hold	8,981	–	–	﹤0.01%	1095
2026 Q1	$170K	Hold	8,981	–	–	﹤0.01%	1017
2025 Q4	$172K	Buy	+8,981	New	+$171K	﹤0.01%	964

Other funds holding DDFD

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's DDFD Position: Q2 2026 in Review

Clearstead Advisors held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q2 2026 at 8,981 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Clearstead Advisors first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

Clearstead Advisors held 8,981 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $179K as of Q2 2026.
Clearstead Advisors left its Innovator Equity Dual Directional 15 Buffer ETF Dec share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1095 holding.
Clearstead Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.