FIA
DDFS

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

Foundations Investment Advisors’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 		$520K Sell
23,662
-896
-4% -$19.5K 0.01% 764
2026
Q1 		$519K Buy
24,558
+407
+2% +$8.64K 0.01% 715
2025
Q4 		$512K Buy
+24,151
New +$506K 0.01% 707

Other funds holding DDFS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
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
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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Foundations Investment Advisors's DDFS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 3.6% in Q2 2026, selling an estimated $19.5K and leaving 23,662 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #764.

Foundations Investment Advisors first reported a position in DDFS in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

  • Foundations Investment Advisors held 23,662 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $520K as of Q2 2026.
  • Foundations Investment Advisors sold 896 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q2 2026, an estimated $19.5K.
  • Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #764 holding.
  • Foundations Investment Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.