KWM
DDFL

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

Kingsview Wealth Management’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
2026
Q1 		– Sell
-11,026
Closed -$227K – 1431
2025
Q4 		$227K Sell
11,026
-146,884
-93% -$2.98M ﹤0.01% 1124
2025
Q3 		$3.19M Buy
+157,910
New +$3.14M 0.05% 368

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Kingsview Wealth Management's DDFL Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q1 2026, closing a stake of 11,026 shares — an estimated $227K sold.

Kingsview Wealth Management first reported a position in DDFL in Q3 2025 and held it in 2 quarters. The position peaked at $3.19M in Q3 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,026 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q1 2026, an estimated $227K.
  • Kingsview Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $3.19M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.