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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.3K	Hold	2,750	–	–	0.01%	440
2026 Q2	$53.3K	Buy	+2,750	New	+$53K	0.01%	423

Other funds holding DDFZ

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Physician Wealth Advisors's DDFZ Position: Q3 2026 in Review

Physician Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) position steady in Q3 2026 at 2,750 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #440.

Physician Wealth Advisors first reported a position in DDFZ in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold DDFZ as of Q3 2026.

Physician Wealth Advisors held 2,750 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $54.3K as of Q3 2026.
Physician Wealth Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - June share count unchanged in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - June made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #440 holding.
Physician Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.