SEP
DDTM

Southland Equity Partners’s Innovator Equity Dual Directional 10 Buffer ETF - March DDTM Stock Holding History

Southland Equity Partners’s Portfolio DDTM Stock Details DDTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328K Sell
16,345
-1,748
-10% -$34.4K 0.06% 230
2026
Q1 		$336K Buy
+18,093
New +$339K 0.07% 195

Other funds holding DDTM

Commonwealth Equity Services
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Southland Equity Partners's DDTM Position: Q2 2026 in Review

Southland Equity Partners reduced its Innovator Equity Dual Directional 10 Buffer ETF - March (DDTM) stake by 9.7% in Q2 2026, selling an estimated $34.4K and leaving 16,345 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #230.

Southland Equity Partners first reported a position in DDTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $336K in Q1 2026. 9 funds tracked by Wall St. Rank hold DDTM as of Q2 2026.

  • Southland Equity Partners held 16,345 shares of Innovator Equity Dual Directional 10 Buffer ETF - March worth $328K as of Q2 2026.
  • Southland Equity Partners sold 1,748 Innovator Equity Dual Directional 10 Buffer ETF - March shares in Q2 2026, an estimated $34.4K.
  • Innovator Equity Dual Directional 10 Buffer ETF - March made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #230 holding.
  • Southland Equity Partners first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
  • Southland Equity Partners's Innovator Equity Dual Directional 10 Buffer ETF - March position peaked at $336K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - March as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.