MFG
DDFD

Merit Financial Group’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Merit Financial Group’s Portfolio DDFD Stock Details DDFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Sell
24,737
-1,001
-4% -$19.7K ﹤0.01% 1500
2026
Q1 		$487K Hold
25,738
– – ﹤0.01% 1388
2025
Q4 		$493K Buy
+25,738
New +$491K ﹤0.01% 1313

Other funds holding DDFD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM

Merit Financial Group's DDFD Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 3.9% in Q2 2026, selling an estimated $19.7K and leaving 24,737 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Merit Financial Group first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • Merit Financial Group held 24,737 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $494K as of Q2 2026.
  • Merit Financial Group sold 1,001 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q2 2026, an estimated $19.7K.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1500 holding.
  • Merit Financial Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.