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
Q1 		$271K Buy
+14,450
New +$277K 0.03% 227

Other funds holding DDTN

GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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: Q1 2026 in Review

Occidental Asset Management opened a new position in Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) in Q1 2026: 14,450 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings.

20 funds tracked by Wall St. Rank hold DDTN as of Q1 2026.

  • Occidental Asset Management held 14,450 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $271K as of Q1 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - November was a new Occidental Asset Management position in Q1 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - November made up 0.03% of Occidental Asset Management's portfolio in Q1 2026, its #227 holding.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.