KWS
DDFD

Keystone Wealth Services’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Keystone Wealth Services’s Portfolio DDFD Stock Details DDFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,660
Closed -$447K – 333
2025
Q4 		$447K Buy
+20,660
New +$394K 0.09% 160

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Keystone Wealth Services's DDFD Position: Q1 2026 in Review

Keystone Wealth Services sold out of Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) in Q1 2026, closing a stake of 20,660 shares — an estimated $447K sold.

Keystone Wealth Services first reported a position in DDFD in Q4 2025 and held it in 1 quarter. The position peaked at $447K in Q4 2025. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

  • Keystone Wealth Services reported no remaining Innovator Equity Dual Directional 15 Buffer ETF Dec position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 20,660 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q1 2026, an estimated $447K.
  • Keystone Wealth Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Innovator Equity Dual Directional 15 Buffer ETF Dec position peaked at $447K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.