Private Client Services’s Innovator Equity Dual Directional 15 Buffer ETF - March DDFM Stock Holding History

Private Client Services’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	$1.8M	Buy	+91,021	New	+$1.78M	0.47%	48

Other funds holding DDFM

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

RIL

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

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GWM

Goldenstone Wealth Management El Dorado Hills, California $153M AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Private Client Services's DDFM Position: Q2 2026 in Review

Private Client Services opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q2 2026: 91,021 shares worth $1.8M. The stake represents 0.47% of the portfolio and ranks #48 among its holdings.

42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

Private Client Services held 91,021 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $1.8M as of Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - March was a new Private Client Services position in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.47% of Private Client Services's portfolio in Q2 2026, its #48 holding.
42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.