Diligent Investors’s Innovator Equity Dual Directional 15 Buffer ETF - November DDFN Stock Holding History

Diligent Investors’s Portfolio DDFN Stock Details DDFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Hold	13,000	–	–	0.06%	303
2025 Q4	$249K	Buy	+13,000	New	+$248K	0.06%	297

Other funds holding DDFN

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $460M AUM 20.77% 1-Year Est. Return

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

Commonwealth Equity Services

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

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Castellan Group Louisville, Kentucky $723M AUM 25.96% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.18B AUM 25.3% 1-Year Est. Return