SHWA
DDTL

Safe Harbor Wealth Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

Safe Harbor Wealth Advisors’s Portfolio DDTL Stock Details DDTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.03M Buy
+383,250
New +$7.92M 7.77% 3

Other funds holding DDTL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IMC
Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Safe Harbor Wealth Advisors's DDTL Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) in Q4 2025: 383,250 shares worth $8.03M. The stake represents 7.77% of the portfolio and ranks #3 among its holdings.

37 funds tracked by Wall St. Rank hold DDTL as of Q4 2025.

  • Safe Harbor Wealth Advisors held 383,250 shares of Innovator Equity Dual Directional 10 Buffer ETF - July worth $8.03M as of Q4 2025.
  • Innovator Equity Dual Directional 10 Buffer ETF - July was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • Innovator Equity Dual Directional 10 Buffer ETF - July made up 7.77% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #3 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.