James T. Borello
DDTS icon

James T. Borello’s Innovator Equity Dual Directional 10 Buffer ETF - September DDTS Stock Holding History

James T. Borello’s Portfolio DDTS Stock Details DDTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.1K Hold
1,222
– – 0.01% 337
2026
Q2 		$27.5K Hold
1,222
– – 0.01% 337
2026
Q1 		$25.7K Hold
1,222
– – 0.01% 321
2025
Q4 		$26.1K Buy
+1,222
New +$25.7K 0.01% 241

Other funds holding DDTS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

James T. Borello's DDTS Position: Q3 2026 in Review

James T. Borello held its Innovator Equity Dual Directional 10 Buffer ETF - September (DDTS) position steady in Q3 2026 at 1,222 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #337.

James T. Borello first reported a position in DDTS in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold DDTS as of Q3 2026.

  • James T. Borello held 1,222 shares of Innovator Equity Dual Directional 10 Buffer ETF - September worth $28.1K as of Q3 2026.
  • James T. Borello left its Innovator Equity Dual Directional 10 Buffer ETF - September share count unchanged in Q3 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - September made up 0.01% of James T. Borello's portfolio in Q3 2026, its #337 holding.
  • James T. Borello first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - September in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - September as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.