Envestnet Asset Management
DDFL

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

Envestnet Asset 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
2026
Q1 		$540K Sell
26,294
-205
-0.8% -$4.22K ﹤0.01% 3881
2025
Q4 		$545K Buy
26,499
+4,613
+21% +$93.7K ﹤0.01% 3648
2025
Q3 		$442K Buy
+21,886
New +$436K ﹤0.01% 3848

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management's DDFL Position: Q1 2026 in Review

Envestnet Asset Management reduced its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) stake by 0.77% in Q1 2026, selling an estimated $4.22K and leaving 26,294 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

Envestnet Asset Management first reported a position in DDFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $545K in Q4 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Envestnet Asset Management held 26,294 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $540K as of Q1 2026.
  • Envestnet Asset Management sold 205 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q1 2026, an estimated $4.22K.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3881 holding.
  • Envestnet Asset Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $545K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.