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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22M Buy
61,575
+1,175
+2% +$22.9K 0.05% 368
2026
Q1
$1.13M Buy
+60,400
New +$1.14M 0.06% 250

Other funds holding DDFM

Rothschild Investment LLC's DDFM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) stake by 1.9% in Q2 2026, buying an estimated $22.9K and bringing the position to 61,575 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #368.

Rothschild Investment LLC first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

  • Rothschild Investment LLC held 61,575 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $1.22M as of Q2 2026.
  • Rothschild Investment LLC bought 1,175 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q2 2026, an estimated $22.9K.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #368 holding.
  • Rothschild Investment LLC first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.