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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$627K	Hold	28,554	–	–	0.07%	103
2026 Q1	$603K	Buy	28,554 +24	+0.1%	+$510	0.08%	94
2025 Q4	$605K	Hold	28,530	–	–	0.08%	92
2025 Q3	$596K	Buy	+28,530	New	+$592K	0.08%	94

Other funds holding DDFS

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

RIL

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Physician Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) position steady in Q2 2026 at 28,554 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #103.

Physician Wealth Advisors first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

Physician Wealth Advisors held 28,554 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $627K as of Q2 2026.
Physician Wealth Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - September share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.07% of Physician Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Physician Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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