KWM
DDFN

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

Kingsview Wealth Management’s Portfolio DDFN Stock Details DDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Sell
25,128
-3,310
-12% -$65.5K 0.01% 978
2026
Q1 		$540K Buy
28,438
+336
+1% +$6.46K 0.01% 879
2025
Q4 		$539K Buy
+28,102
New +$536K 0.01% 819

Other funds holding DDFN

WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Kingsview Wealth Management's DDFN Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) stake by 12% in Q2 2026, selling an estimated $65.5K and leaving 25,128 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #978.

Kingsview Wealth Management first reported a position in DDFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 59 funds tracked by Wall St. Rank hold DDFN as of Q2 2026.

  • Kingsview Wealth Management held 25,128 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $504K as of Q2 2026.
  • Kingsview Wealth Management sold 3,310 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q2 2026, an estimated $65.5K.
  • Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Kingsview Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - November position peaked at $540K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.