PWA
DDFM

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

Physician Wealth Advisors’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 		$49.4K Hold
2,500
– – 0.01% 432
2026
Q1 		$46.9K Buy
+2,500
New +$47.2K 0.01% 416

Other funds holding DDFM

PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Physician Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) position steady in Q2 2026 at 2,500 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #432.

Physician Wealth Advisors first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

  • Physician Wealth Advisors held 2,500 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $49.4K as of Q2 2026.
  • Physician Wealth Advisors 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 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • Physician Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

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