EWM
DDTN

Elmwood Wealth Management’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

Elmwood Wealth Management’s Portfolio DDTN Stock Details DDTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,532
Closed -$202K – 191
2025
Q4 		$202K Buy
+10,532
New +$200K 0.06% 168

Other funds holding DDTN

GWM
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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) in Q1 2026, closing a stake of 10,532 shares — an estimated $202K sold.

Elmwood Wealth Management first reported a position in DDTN in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 20 funds tracked by Wall St. Rank hold DDTN as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - November position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 10,532 Innovator Equity Dual Directional 10 Buffer ETF - November shares in Q1 2026, an estimated $202K.
  • Elmwood Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q4 2025 and held it in 1 quarter.
  • Elmwood Wealth Management's Innovator Equity Dual Directional 10 Buffer ETF - November position peaked at $202K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q1 2026.

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