Hofer & Associates’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

Hofer & Associates’s Portfolio DDTL Stock Details DDTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.07M	Buy	+270,232	New	+$6.02M	4.23%	5

Other funds holding DDTL

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hofer & Associates's DDTL Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) in Q3 2026: 270,232 shares worth $6.07M. The stake represents 4.23% of the portfolio and ranks #5 among its holdings.

13 funds tracked by Wall St. Rank hold DDTL as of Q3 2026.

Hofer & Associates held 270,232 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $6.07M as of Q3 2026.
Innovator Equity Dual Directional 10 Buffer ETF - July was a new Hofer & Associates position in Q3 2026.
Innovator Equity Dual Directional 10 Buffer ETF - July made up 4.23% of Hofer & Associates's portfolio in Q3 2026, its #5 holding.
13 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.