IWP
DDFL

Insight Wealth Partners’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Insight Wealth Partners’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
2025
Q4 		– Sell
-11,110
Closed -$224K – 127
2025
Q3 		$224K Buy
+11,110
New +$221K 0.07% 107

Other funds holding DDFL

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Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Insight Wealth Partners's DDFL Position: Q4 2025 in Review

Insight Wealth Partners sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q4 2025, closing a stake of 11,110 shares — an estimated $224K sold.

Insight Wealth Partners first reported a position in DDFL in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 50 funds tracked by Wall St. Rank hold DDFL as of Q4 2025.

  • Insight Wealth Partners reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Partners sold 11,110 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q4 2025, an estimated $224K.
  • Insight Wealth Partners first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 1 quarter.
  • Insight Wealth Partners's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $224K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q4 2025.

Based on Insight Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.