SPIA
DDFL

Steward Partners Investment Advisory’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-230
Closed -$4.73K – 4602
2025
Q4 		$4.73K Sell
230
-277
-55% -$5.63K ﹤0.01% 3708
2025
Q3 		$10.2K Buy
+507
New +$10.1K ﹤0.01% 3395

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Steward Partners Investment Advisory's DDFL Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q1 2026, closing a stake of 230 shares — an estimated $4.73K sold.

Steward Partners Investment Advisory first reported a position in DDFL in Q3 2025 and held it in 2 quarters. The position peaked at $10.2K in Q3 2025. 47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 230 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q1 2026, an estimated $4.73K.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $10.2K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.