KWA
DDFS

Kingswood Wealth Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - September DDFS Stock Holding History

Kingswood Wealth Advisors’s Portfolio DDFS Stock Details DDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$869K Sell
41,159
-1,990
-5% -$42.3K 0.04% 404
2025
Q4 		$914K Buy
43,149
+480
+1% +$10.1K 0.04% 371
2025
Q3 		$891K Buy
+42,669
New +$885K 0.05% 328

Other funds holding DDFS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Kingswood Wealth Advisors's DDFS Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 4.6% in Q1 2026, selling an estimated $42.3K and leaving 41,159 shares worth $869K. The position accounts for 0.04% of the portfolio, ranked #404.

Kingswood Wealth Advisors first reported a position in DDFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $914K in Q4 2025. 45 funds tracked by Wall St. Rank hold DDFS as of Q1 2026.

  • Kingswood Wealth Advisors held 41,159 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $869K as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,990 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q1 2026, an estimated $42.3K.
  • Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.04% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #404 holding.
  • Kingswood Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $914K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.