RIL
DDFO

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

Rothschild Investment LLC’s Portfolio DDFO Stock Details DDFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Hold
7,050
– – 0.01% 925
2026
Q1 		$151K Hold
7,050
– – 0.01% 757
2025
Q4 		$152K Buy
+7,050
New +$151K 0.01% 704

Other funds holding DDFO

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Rothschild Investment LLC held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q2 2026 at 7,050 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #925.

Rothschild Investment LLC first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Rothschild Investment LLC held 7,050 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $159K as of Q2 2026.
  • Rothschild Investment LLC left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #925 holding.
  • Rothschild Investment LLC first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

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