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

Private Client Services’s Portfolio DDFY Stock Details DDFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.53M	Buy	+270,104	New	+$5.48M	1.49%	15

Other funds holding DDFY

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GWM

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

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

Private Client Services opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - May (DDFY) in Q3 2026: 270,104 shares worth $5.53M. The stake represents 1.49% of the portfolio and ranks #15 among its holdings.

4 funds tracked by Wall St. Rank hold DDFY as of Q3 2026.

Private Client Services held 270,104 shares of Innovator Equity Dual Directional 15 Buffer ETF - May worth $5.53M as of Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - May was a new Private Client Services position in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - May made up 1.49% of Private Client Services's portfolio in Q3 2026, its #15 holding.
4 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - May as of Q3 2026.

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