EverSource Wealth Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - January DDTJ Stock Holding History

EverSource Wealth Advisors’s Portfolio DDTJ Stock Details DDTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.2K	Hold	2,500	–	–	﹤0.01%	1779
2026 Q1	$46.4K	Buy	+2,500	New	+$47.4K	﹤0.01%	1948

Other funds holding DDTJ

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BRPW

Ballast Rock Private Wealth Charleston, South Carolina $217M AUM

EverSource Wealth Advisors's DDTJ Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator Equity Dual Directional 10 Buffer ETF - January (DDTJ) position steady in Q2 2026 at 2,500 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

EverSource Wealth Advisors first reported a position in DDTJ in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DDTJ as of Q2 2026.

EverSource Wealth Advisors held 2,500 shares of Innovator Equity Dual Directional 10 Buffer ETF - January worth $50.2K as of Q2 2026.
EverSource Wealth Advisors left its Innovator Equity Dual Directional 10 Buffer ETF - January share count unchanged in Q2 2026.
Innovator Equity Dual Directional 10 Buffer ETF - January made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1779 holding.
EverSource Wealth Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - January as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.