EWM
DDFL

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

Elmwood Wealth Management’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
2025
Q4 		– Sell
-89,857
Closed -$1.81M – 176
2025
Q3 		$1.81M Buy
+89,857
New +$1.79M 0.64% 53

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Elmwood Wealth Management's DDFL Position: Q4 2025 in Review

Elmwood Wealth Management sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q4 2025, closing a stake of 89,857 shares — an estimated $1.81M sold.

Elmwood Wealth Management first reported a position in DDFL in Q3 2025 and held it in 1 quarter. The position peaked at $1.81M in Q3 2025. 50 funds tracked by Wall St. Rank hold DDFL as of Q4 2025.

  • Elmwood Wealth Management reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q4 2025 after selling out during the quarter.
  • Elmwood Wealth Management sold 89,857 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q4 2025, an estimated $1.81M.
  • Elmwood Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $1.81M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q4 2025.

Based on Elmwood Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.