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

Evolution 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
2026 Q2	$53.2K	Hold	2,423	–	–	0.03%	299
2026 Q1	$51.2K	Hold	2,423	–	–	0.04%	268
2025 Q4	$51.3K	Hold	2,423	–	–	0.04%	240
2025 Q3	$50.6K	Buy	+2,423	New	+$50.2K	0.05%	204

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Evolution Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) position steady in Q2 2026 at 2,423 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #299.

Evolution Wealth Management first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

Evolution Wealth Management held 2,423 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $53.2K as of Q2 2026.
Evolution Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - September share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #299 holding.
Evolution Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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