Summit Financial
DDSQ icon

Summit Financial’s Innovator Equity Dual Directional 5 Buffer ETF - Quarterly DDSQ Stock Holding History

Summit Financial’s Portfolio DDSQ Stock Details DDSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$806K Buy
+37,540
New +$801K 0.01% 929

Other funds holding DDSQ

Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Ballast Rock Private Wealth
Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return

Summit Financial's DDSQ Position: Q3 2026 in Review

Summit Financial opened a new position in Innovator Equity Dual Directional 5 Buffer ETF - Quarterly (DDSQ) in Q3 2026: 37,540 shares worth $806K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings.

22 funds tracked by Wall St. Rank hold DDSQ as of Q3 2026.

  • Summit Financial held 37,540 shares of Innovator Equity Dual Directional 5 Buffer ETF - Quarterly worth $806K as of Q3 2026.
  • Innovator Equity Dual Directional 5 Buffer ETF - Quarterly was a new Summit Financial position in Q3 2026.
  • Innovator Equity Dual Directional 5 Buffer ETF - Quarterly made up 0.01% of Summit Financial's portfolio in Q3 2026, its #929 holding.
  • 22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 5 Buffer ETF - Quarterly as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.