SWMG LLC
DDTZ icon

SWMG LLC’s Innovator Equity Dual Directional 10 Buffer ETF - June DDTZ Stock Holding History

SWMG LLC’s Portfolio DDTZ Stock Details DDTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$819K Hold
41,258
– – 0.18% 47
2026
Q2 		$803K Buy
+41,258
New +$794K 0.19% 45

Other funds holding DDTZ

Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

SWMG LLC's DDTZ Position: Q3 2026 in Review

SWMG LLC held its Innovator Equity Dual Directional 10 Buffer ETF - June (DDTZ) position steady in Q3 2026 at 41,258 shares worth $819K. The position accounts for 0.18% of the portfolio, ranked #47.

SWMG LLC first reported a position in DDTZ in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold DDTZ as of Q3 2026.

  • SWMG LLC held 41,258 shares of Innovator Equity Dual Directional 10 Buffer ETF - June worth $819K as of Q3 2026.
  • SWMG LLC left its Innovator Equity Dual Directional 10 Buffer ETF - June share count unchanged in Q3 2026.
  • Innovator Equity Dual Directional 10 Buffer ETF - June made up 0.18% of SWMG LLC's portfolio in Q3 2026, its #47 holding.
  • SWMG LLC first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - June as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.