Independent Financial Group’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Independent Financial Group’s Portfolio DDFD Stock Details DDFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$999K	Hold	50,010	–	–	0.02%	685
2026 Q1	$947K	Buy	50,010 +12,000	+32%	+$230K	0.02%	647
2025 Q4	$728K	Buy	+38,010	New	+$726K	0.02%	741

Other funds holding DDFD

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's DDFD Position: Q2 2026 in Review

Independent Financial Group held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q2 2026 at 50,010 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #685.

Independent Financial Group first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

Independent Financial Group held 50,010 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $999K as of Q2 2026.
Independent Financial Group left its Innovator Equity Dual Directional 15 Buffer ETF Dec share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF Dec made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #685 holding.
Independent Financial Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.