PWMG
DDTL

Pinnacle Wealth Management Group’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

Pinnacle Wealth Management Group’s Portfolio DDTL Stock Details DDTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Hold
81,285
– – 0.83% 30
2026
Q1 		$1.68M Hold
81,285
– – 0.83% 32
2025
Q4 		$1.7M Hold
81,285
– – 0.85% 31
2025
Q3 		$1.66M Buy
+81,285
New +$1.63M 0.85% 32

Other funds holding DDTL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pinnacle Wealth Management Group's DDTL Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) position steady in Q2 2026 at 81,285 shares worth $1.79M. The position accounts for 0.83% of the portfolio, ranked #30.

Pinnacle Wealth Management Group first reported a position in DDTL in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold DDTL as of Q2 2026.

  • Pinnacle Wealth Management Group held 81,285 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $1.79M as of Q2 2026.
  • Pinnacle Wealth Management Group left its Innovator Equity Dual Directional 10 Buffer ETF - July share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - July made up 0.83% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #30 holding.
  • Pinnacle Wealth Management Group first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.