Physician Wealth Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Physician Wealth Advisors’s Portfolio DDFL Stock Details DDFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91.2K	Hold	4,294	–	–	0.01%	324
2026 Q1	$88.2K	Hold	4,294	–	–	0.01%	305
2025 Q4	$88.2K	Buy	4,294 +44	+1%	+$894	0.01%	295
2025 Q3	$85.8K	Buy	+4,250	New	+$84.6K	0.01%	293

Other funds holding DDFL

SEP

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PWMG

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's DDFL Position: Q2 2026 in Review

Physician Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) position steady in Q2 2026 at 4,294 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Physician Wealth Advisors first reported a position in DDFL in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

Physician Wealth Advisors held 4,294 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $91.2K as of Q2 2026.
Physician Wealth Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - July share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #324 holding.
Physician Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.