IFG
DDTN

Independent Financial Group’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

Independent Financial Group’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 		$310K Hold
15,195
– – 0.01% 1228
2026
Q1 		$285K Hold
15,195
– – 0.01% 1187
2025
Q4 		$291K Buy
+15,195
New +$289K 0.01% 1165

Other funds holding DDTN

GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
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
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Independent Financial Group held its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) position steady in Q2 2026 at 15,195 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1228.

Independent Financial Group 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.

  • Independent Financial Group held 15,195 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $310K as of Q2 2026.
  • Independent Financial Group left its Innovator Equity Dual Directional 10 Buffer ETF - November share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - November made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1228 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.