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 Q3	–	Sell	-91,021	Closed	-$1.8M	–	271
2026 Q2	$1.8M	Buy	+91,021	New	+$1.78M	0.47%	48

Other funds holding DDFM

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Private Client Services's DDFM Position: Q3 2026 in Review

Private Client Services sold out of Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q3 2026, closing a stake of 91,021 shares — an estimated $1.8M sold.

Private Client Services first reported a position in DDFM in Q2 2026 and held it in 1 quarter. The position peaked at $1.8M in Q2 2026. 1 fund tracked by Wall St. Rank holds DDFM as of Q3 2026.

Private Client Services reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - March position as of Q3 2026 after selling out during the quarter.
Private Client Services sold 91,021 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q3 2026, an estimated $1.8M.
Private Client Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q2 2026 and held it in 1 quarter.
Private Client Services's Innovator Equity Dual Directional 15 Buffer ETF - March position peaked at $1.8M in Q2 2026.
1 fund tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.