SWP
DDTL

Sagespring Wealth Partners’s Innovator Equity Dual Directional 10 Buffer ETF - July DDTL Stock Holding History

Sagespring Wealth Partners’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
2026
Q1 		– Sell
-19,324
Closed -$404K – 853
2025
Q4 		$404K Hold
19,324
– – 0.01% 533
2025
Q3 		$396K Buy
+19,324
New +$388K 0.01% 520

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 $116M AUM 19.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Sagespring Wealth Partners's DDTL Position: Q1 2026 in Review

Sagespring Wealth Partners sold out of Innovator Equity Dual Directional 10 Buffer ETF - July (DDTL) in Q1 2026, closing a stake of 19,324 shares — an estimated $404K sold.

Sagespring Wealth Partners first reported a position in DDTL in Q3 2025 and held it in 2 quarters. The position peaked at $404K in Q4 2025. 37 funds tracked by Wall St. Rank hold DDTL as of Q1 2026.

  • Sagespring Wealth Partners reported no remaining Innovator Equity Dual Directional 10 Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 19,324 Innovator Equity Dual Directional 10 Buffer ETF - July shares in Q1 2026, an estimated $404K.
  • Sagespring Wealth Partners first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • Sagespring Wealth Partners's Innovator Equity Dual Directional 10 Buffer ETF - July position peaked at $404K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - July as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.