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

Elmwood 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
2025 Q4	–	Sell	-22,883	Closed	-$478K	–	177
2025 Q3	$478K	Buy	+22,883	New	+$474K	0.17%	101

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) in Q4 2025, closing a stake of 22,883 shares — an estimated $478K sold.

Elmwood Wealth Management first reported a position in DDFS in Q3 2025 and held it in 1 quarter. The position peaked at $478K in Q3 2025. 48 funds tracked by Wall St. Rank hold DDFS as of Q4 2025.

Elmwood Wealth Management reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - September position as of Q4 2025 after selling out during the quarter.
Elmwood Wealth Management sold 22,883 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q4 2025, an estimated $478K.
Elmwood Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and held it in 1 quarter.
Elmwood Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $478K in Q3 2025.
48 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q4 2025.

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