EWM
DDFL

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

Evolution Wealth 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
Q2 		$155K Hold
7,279
– – 0.09% 149
2026
Q1 		$150K Hold
7,279
– – 0.11% 135
2025
Q4 		$150K Hold
7,279
– – 0.12% 131
2025
Q3 		$147K Buy
+7,279
New +$145K 0.15% 112

Other funds holding DDFL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Evolution Wealth Management's DDFL Position: Q2 2026 in Review

Evolution Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) position steady in Q2 2026 at 7,279 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #149.

Evolution Wealth Management first reported a position in DDFL in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

  • Evolution Wealth Management held 7,279 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $155K as of Q2 2026.
  • Evolution Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - July share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.09% of Evolution Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Evolution Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.