EWM
DDFN

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

Elmwood Wealth Management’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 		– Sell
-147,395
Closed -$2.83M – 190
2025
Q4 		$2.83M Buy
+147,395
New +$2.81M 0.89% 45

Other funds holding DDFN

LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
NA
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
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B 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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $726M AUM 25.96% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Elmwood Wealth Management's DDFN Position: Q1 2026 in Review

Elmwood Wealth Management sold out of Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) in Q1 2026, closing a stake of 147,395 shares — an estimated $2.83M sold.

Elmwood Wealth Management first reported a position in DDFN in Q4 2025 and held it in 1 quarter. The position peaked at $2.83M in Q4 2025. 54 funds tracked by Wall St. Rank hold DDFN as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - November position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 147,395 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q1 2026, an estimated $2.83M.
  • Elmwood Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - November position peaked at $2.83M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.