OAM
DDTN

Occidental Asset Management’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

Occidental Asset Management’s Portfolio DDTN Stock Details DDTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Buy
15,700
+1,250
+9% +$25K 0.03% 239
2026
Q1 		$271K Buy
+14,450
New +$277K 0.03% 227

Other funds holding DDTN

GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Occidental Asset Management increased its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) stake by 8.7% in Q2 2026, buying an estimated $25K and bringing the position to 15,700 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #239.

Occidental Asset Management first reported a position in DDTN in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold DDTN as of Q2 2026.

  • Occidental Asset Management held 15,700 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $320K as of Q2 2026.
  • Occidental Asset Management bought 1,250 Innovator Equity Dual Directional 10 Buffer ETF - November shares in Q2 2026, an estimated $25K.
  • Innovator Equity Dual Directional 10 Buffer ETF - November made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #239 holding.
  • Occidental Asset Management first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q2 2026.

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