Occidental Asset Management’s Innovator Equity Dual Directional 15 Buffer ETF - March DDFM Stock Holding History

Occidental Asset Management’s Portfolio DDFM Stock Details DDFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Hold	13,595	–	–	0.03%	252
2026 Q1	$255K	Buy	+13,595	New	+$257K	0.03%	235

Other funds holding DDFM

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

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

RIL

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

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GWM

Goldenstone Wealth Management El Dorado Hills, California $153M AUM

Occidental Asset Management's DDFM Position: Q2 2026 in Review

Occidental Asset Management held its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) position steady in Q2 2026 at 13,595 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #252.

Occidental Asset Management first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

Occidental Asset Management held 13,595 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $268K as of Q2 2026.
Occidental Asset Management left its Innovator Equity Dual Directional 15 Buffer ETF - March share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #252 holding.
Occidental Asset Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.