RIL
DDFL

Rothschild Investment LLC’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Rothschild Investment LLC’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 		$51.4K Hold
2,500
– – ﹤0.01% 1106
2025
Q4 		$51.4K Buy
+2,500
New +$50.8K ﹤0.01% 1009

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
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Rothschild Investment LLC's DDFL Position: Q1 2026 in Review

Rothschild Investment LLC held its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) position steady in Q1 2026 at 2,500 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Rothschild Investment LLC first reported a position in DDFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $51.4K in Q4 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Rothschild Investment LLC held 2,500 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $51.4K as of Q1 2026.
  • Rothschild Investment LLC left its Innovator Equity Dual Directional 15 Buffer ETF - July share count unchanged in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1106 holding.
  • Rothschild Investment LLC first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q4 2025 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $51.4K 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 Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.