Coordinated Financial Services’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Coordinated Financial Services’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	$271K	Buy	14,325 +575	+4%	+$11K	0.16%	152
2025 Q4	$263K	Buy	+13,750	New	+$263K	0.15%	148

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

Coordinated Financial Services's DDFD Position: Q1 2026 in Review

Coordinated Financial Services increased its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 4.2% in Q1 2026, buying an estimated $11K and bringing the position to 14,325 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #152.

Coordinated Financial Services first reported a position in DDFD in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

Coordinated Financial Services held 14,325 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $271K as of Q1 2026.
Coordinated Financial Services bought 575 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q1 2026, an estimated $11K.
Innovator Equity Dual Directional 15 Buffer ETF Dec made up 0.16% of Coordinated Financial Services's portfolio in Q1 2026, its #152 holding.
Coordinated Financial Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 2 quarters since.
52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.