Diversify Wealth Management
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Diversify Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF - September DDFS Stock Holding History

Diversify Wealth Management’s Portfolio DDFS Stock Details DDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$304K Buy
+13,528
New +$300K ﹤0.01% 1089

Other funds holding DDFS

B. Riley Wealth Advisors
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PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Diversify Wealth Management's DDFS Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) in Q3 2026: 13,528 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

26 funds tracked by Wall St. Rank hold DDFS as of Q3 2026.

  • Diversify Wealth Management held 13,528 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $304K as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - September was a new Diversify Wealth Management position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - September made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1089 holding.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.