Diligent Investors’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Diligent Investors’s Portfolio DDFL Stock Details DDFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Sell	111,008 -5,000	-4%	-$103K	0.56%	40
2025 Q4	$2.38M	Sell	116,008 -503	-0.4%	-$10.2K	0.59%	35
2025 Q3	$2.35M	Buy	+116,511	New	+$2.32M	0.59%	35

Other funds holding DDFL

Commonwealth Equity Services

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors

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