SPIA
DDTN

Steward Partners Investment Advisory’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

Steward Partners Investment Advisory’s Portfolio DDTN Stock Details DDTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.6K Hold
3,185
– – ﹤0.01% 2692
2025
Q4 		$61.1K Buy
+3,185
New +$60.6K ﹤0.01% 2566

Other funds holding DDTN

GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) position steady in Q1 2026 at 3,185 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Steward Partners Investment Advisory first reported a position in DDTN in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.1K in Q4 2025. 20 funds tracked by Wall St. Rank hold DDTN as of Q1 2026.

  • Steward Partners Investment Advisory held 3,185 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $59.6K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator Equity Dual Directional 10 Buffer ETF - November share count unchanged in Q1 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - November made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2692 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Innovator Equity Dual Directional 10 Buffer ETF - November position peaked at $61.1K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q1 2026.

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