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Independent Financial Group’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Independent Financial Group’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Buy
+62,394
New +$1.34M 0.02% 582
2026
Q2 		– Sell
-23,023
Closed -$473K – 1650
2026
Q1 		$473K Sell
23,023
-583
-2% -$12K 0.01% 947
2025
Q4 		$485K Sell
23,606
-3,662
-13% -$74.4K 0.01% 914
2025
Q3 		$551K Buy
+27,268
New +$543K 0.01% 810

Other funds holding DDFL

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's DDFL Position: Q3 2026 in Review

Independent Financial Group opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q3 2026: 62,394 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #582 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in DDFL as recently as Q1 2026.

Independent Financial Group first reported a position in DDFL in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold DDFL as of Q3 2026.

  • Independent Financial Group held 62,394 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $1.35M as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July was a new Independent Financial Group position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #582 holding.
  • Independent Financial Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.