MTM Financial Group’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

MTM Financial Group’s Portfolio DDTL Stock Details DDTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.91M	Sell	132,165 -1,204	-0.9%	-$26.1K	1.25%	23
2026 Q1	$2.76M	Buy	133,369 +567	+0.4%	+$11.9K	1.29%	23
2025 Q4	$2.78M	Buy	132,802 +21,470	+19%	+$444K	1.33%	20
2025 Q3	$2.28M	Buy	+111,332	New	+$2.24M	1.12%	24

Other funds holding DDTL

IMC

Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

MTM Financial Group's DDTL Position: Q2 2026 in Review

MTM Financial Group reduced its Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) stake by 0.9% in Q2 2026, selling an estimated $26.1K and leaving 132,165 shares worth $2.91M. The position accounts for 1.25% of the portfolio, ranked #23.

MTM Financial Group first reported a position in DDTL in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold DDTL as of Q2 2026.

MTM Financial Group held 132,165 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $2.91M as of Q2 2026.
MTM Financial Group sold 1,204 Innovator Equity Dual Directional 10 Buffer ETF - July shares in Q2 2026, an estimated $26.1K.
Innovator Equity Dual Directional 10 Buffer ETF - July made up 1.25% of MTM Financial Group's portfolio in Q2 2026, its #23 holding.
MTM Financial Group first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.