SWM
DDFL

SeaCrest Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-45,328
Closed -$931K – 681
2026
Q1 		$931K Hold
45,328
– – 0.1% 205
2025
Q4 		$931K Hold
45,328
– – 0.09% 195
2025
Q3 		$917K Buy
+45,328
New +$903K 0.1% 190

Other funds holding DDFL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SeaCrest Wealth Management's DDFL Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q2 2026, closing a stake of 45,328 shares — an estimated $931K sold.

SeaCrest Wealth Management first reported a position in DDFL in Q3 2025 and held it in 3 quarters. The position peaked at $931K in Q4 2025. 11 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 45,328 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q2 2026, an estimated $931K.
  • SeaCrest Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 3 quarters.
  • SeaCrest Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $931K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.