Clearstead Advisors
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Clearstead Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - August DDFG Stock Holding History

Clearstead Advisors’s Portfolio DDFG Stock Details DDFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$261K Buy
+13,393
New +$260K ﹤0.01% 962

Other funds holding DDFG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Occidental Asset Management
Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Clearstead Advisors's DDFG Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - August (DDFG) in Q3 2026: 13,393 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

17 funds tracked by Wall St. Rank hold DDFG as of Q3 2026.

  • Clearstead Advisors held 13,393 shares of Innovator Equity Dual Directional 15 Buffer ETF - August worth $261K as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - August was a new Clearstead Advisors position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - August made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #962 holding.
  • 17 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - August as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.