RGF
DDFL

Retirement Guys Formula’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Retirement Guys Formula’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Sell
57,715
-6,933
-11% -$143K 0.55% 81
2025
Q4 		$1.33M Buy
64,648
+5,798
+10% +$118K 0.61% 66
2025
Q3 		$1.19M Buy
+58,850
New +$1.17M 0.42% 75

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Retirement Guys Formula's DDFL Position: Q1 2026 in Review

Retirement Guys Formula reduced its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) stake by 11% in Q1 2026, selling an estimated $143K and leaving 57,715 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #81.

Retirement Guys Formula first reported a position in DDFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Retirement Guys Formula held 57,715 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $1.19M as of Q1 2026.
  • Retirement Guys Formula sold 6,933 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q1 2026, an estimated $143K.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.55% of Retirement Guys Formula's portfolio in Q1 2026, its #81 holding.
  • Retirement Guys Formula first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Retirement Guys Formula's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $1.33M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.