Lloyd Advisory Services
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Lloyd Advisory Services’s Innovator Equity Dual Directional 15 Buffer ETF - May DDFY Stock Holding History

Lloyd Advisory Services’s Portfolio DDFY Stock Details DDFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.6K Buy
+1,104
New +$22.4K 0.01% 311

Other funds holding DDFY

Private Client Services
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Schulz Wealth
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Macroview Investment Management
Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Lloyd Advisory Services's DDFY Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - May (DDFY) in Q3 2026: 1,104 shares worth $22.6K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

22 funds tracked by Wall St. Rank hold DDFY as of Q3 2026.

  • Lloyd Advisory Services held 1,104 shares of Innovator Equity Dual Directional 15 Buffer ETF - May worth $22.6K as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - May was a new Lloyd Advisory Services position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - May made up 0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #311 holding.
  • 22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - May as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.