IFG
DDFS

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

Independent Financial Group’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 		$1.19M Sell
54,168
-14,937
-22% -$325K 0.02% 619
2026
Q1 		$1.46M Sell
69,105
-6,151
-8% -$131K 0.03% 504
2025
Q4 		$1.59M Buy
75,256
+63,404
+535% +$1.33M 0.04% 456
2025
Q3 		$248K Buy
+11,852
New +$246K 0.01% 1180

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
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Independent Financial Group reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 22% in Q2 2026, selling an estimated $325K and leaving 54,168 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #619.

Independent Financial Group first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q4 2025. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

  • Independent Financial Group held 54,168 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $1.19M as of Q2 2026.
  • Independent Financial Group sold 14,937 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q2 2026, an estimated $325K.
  • Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #619 holding.
  • Independent Financial Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $1.59M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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