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 Q2	$894K	Sell	40,679 -480	-1%	-$10.4K	0.04%	435
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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Kingswood Wealth Advisors's DDFS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 1.2% in Q2 2026, selling an estimated $10.4K and leaving 40,679 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #435.

Kingswood Wealth Advisors first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $914K in Q4 2025. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

Kingswood Wealth Advisors held 40,679 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $894K as of Q2 2026.
Kingswood Wealth Advisors sold 480 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q2 2026, an estimated $10.4K.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #435 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 4 quarters since.
Kingswood Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $914K in Q4 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.