Elmwood Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF - January DDFJ Stock Holding History

Elmwood Wealth Management’s Portfolio DDFJ Stock Details DDFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.29M	Buy	262,499 +10,452	+4%	+$209K	1.27%	24
2026 Q2	$4.98M	Buy	252,047 +31,030	+14%	+$605K	1.25%	27
2026 Q1	$4.15M	Buy	+221,017	New	+$4.2M	1.15%	32

Other funds holding DDFJ

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elmwood Wealth Management's DDFJ Position: Q3 2026 in Review

Elmwood Wealth Management increased its Innovator Equity Dual Directional 15 Buffer ETF - January (DDFJ) stake by 4.1% in Q3 2026, buying an estimated $209K and bringing the position to 262,499 shares worth $5.29M. The position accounts for 1.27% of the portfolio, ranked #24.

Elmwood Wealth Management first reported a position in DDFJ in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold DDFJ as of Q3 2026.

Elmwood Wealth Management held 262,499 shares of Innovator Equity Dual Directional 15 Buffer ETF - January worth $5.29M as of Q3 2026.
Elmwood Wealth Management bought 10,452 Innovator Equity Dual Directional 15 Buffer ETF - January shares in Q3 2026, an estimated $209K.
Innovator Equity Dual Directional 15 Buffer ETF - January made up 1.27% of Elmwood Wealth Management's portfolio in Q3 2026, its #24 holding.
Elmwood Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - January in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - January as of Q3 2026.

Based on Elmwood Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.