Goldenstone Wealth Management’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

Goldenstone Wealth Management’s Portfolio DDTN Stock Details DDTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Sell	735,350 -25,355	-3%	-$506K	9.81%	2
2026 Q1	$14.2M	Sell	760,705 -12,740	-2%	-$244K	10.36%	2
2025 Q4	$14.8M	Buy	+773,445	New	+$14.7M	11.09%	1

Other funds holding DDTN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AWM

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

SEP

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $1.01B AUM 29.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

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

Goldenstone Wealth Management's DDTN Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) stake by 3.3% in Q2 2026, selling an estimated $506K and leaving 735,350 shares worth $15M. The position accounts for 9.81% of the portfolio, ranked #2.

Goldenstone Wealth Management first reported a position in DDTN in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold DDTN as of Q2 2026.

Goldenstone Wealth Management held 735,350 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $15M as of Q2 2026.
Goldenstone Wealth Management sold 25,355 Innovator Equity Dual Directional 10 Buffer ETF - November shares in Q2 2026, an estimated $506K.
Innovator Equity Dual Directional 10 Buffer ETF - November made up 9.81% of Goldenstone Wealth Management's portfolio in Q2 2026, its #2 holding.
Goldenstone Wealth Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.