Kestra Advisory Services’s Innovator Equity Dual Directional 15 Buffer ETF - June DDFZ Stock Holding History

Kestra Advisory Services’s Portfolio DDFZ Stock Details DDFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$758K	Buy	38,375 +7,392	+24%	+$145K	﹤0.01%	2159
2026 Q2	$601K	Buy	+30,983	New	+$597K	﹤0.01%	2210

Other funds holding DDFZ

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Kestra Advisory Services's DDFZ Position: Q3 2026 in Review

Kestra Advisory Services increased its Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) stake by 24% in Q3 2026, buying an estimated $145K and bringing the position to 38,375 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Kestra Advisory Services first reported a position in DDFZ in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold DDFZ as of Q3 2026.

Kestra Advisory Services held 38,375 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $758K as of Q3 2026.
Kestra Advisory Services bought 7,392 Innovator Equity Dual Directional 15 Buffer ETF - June shares in Q3 2026, an estimated $145K.
Innovator Equity Dual Directional 15 Buffer ETF - June made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2159 holding.
Kestra Advisory Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
32 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.