FIA
DDFN

Foundations Investment Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - November DDFN Stock Holding History

Foundations Investment Advisors’s Portfolio DDFN Stock Details DDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Sell
15,804
-836
-5% -$16.1K ﹤0.01% 907
2025
Q4 		$319K Buy
+16,640
New +$317K ﹤0.01% 871

Other funds holding DDFN

LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Foundations Investment Advisors's DDFN Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) stake by 5% in Q1 2026, selling an estimated $16.1K and leaving 15,804 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Foundations Investment Advisors first reported a position in DDFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $319K in Q4 2025. 54 funds tracked by Wall St. Rank hold DDFN as of Q1 2026.

  • Foundations Investment Advisors held 15,804 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $300K as of Q1 2026.
  • Foundations Investment Advisors sold 836 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q1 2026, an estimated $16.1K.
  • Innovator Equity Dual Directional 15 Buffer ETF - November made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #907 holding.
  • Foundations Investment Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Innovator Equity Dual Directional 15 Buffer ETF - November position peaked at $319K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.