CWS
DDFD

Cypress Wealth Services’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Cypress Wealth 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
Q2 		$526K Hold
26,316
– – 0.06% 229
2026
Q1 		$498K Hold
26,316
– – 0.07% 225
2025
Q4 		$504K Buy
+26,316
New +$502K 0.07% 209

Other funds holding DDFD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM

Cypress Wealth Services's DDFD Position: Q2 2026 in Review

Cypress Wealth Services held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q2 2026 at 26,316 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #229.

Cypress Wealth Services first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • Cypress Wealth Services held 26,316 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $526K as of Q2 2026.
  • Cypress Wealth Services 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 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #229 holding.
  • Cypress Wealth Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.