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 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 $6.53B AUM 20.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clearstead Advisors's DDFD Position: Q1 2026 in Review

Clearstead Advisors held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q1 2026 at 8,981 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Clearstead Advisors first reported a position in DDFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $172K in Q4 2025. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

Clearstead Advisors held 8,981 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $170K as of Q1 2026.
Clearstead Advisors left its Innovator Equity Dual Directional 15 Buffer ETF Dec share count unchanged in Q1 2026.
Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1017 holding.
Clearstead Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 2 quarters since.
Clearstead Advisors's Innovator Equity Dual Directional 15 Buffer ETF Dec position peaked at $172K in Q4 2025.
52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.