UBS Group
DDTN

UBS Group’s Innovator Equity Dual Directional 10 Buffer ETF - November DDTN Stock Holding History

UBS Group’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 		$7.96K Buy
425
+190
+81% +$3.64K ﹤0.01% 8536
2025
Q4 		$4.5K Buy
+235
New +$4.47K ﹤0.01% 8823

Other funds holding DDTN

GWM
Goldenstone Wealth Management El Dorado Hills, California $137M 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $71.6B AUM 21.08% 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

UBS Group's DDTN Position: Q1 2026 in Review

UBS Group increased its Innovator Equity Dual Directional 10 Buffer ETF - November (DDTN) stake by 81% in Q1 2026, buying an estimated $3.64K and bringing the position to 425 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #8536.

UBS Group first reported a position in DDTN in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold DDTN as of Q1 2026.

  • UBS Group held 425 shares of Innovator Equity Dual Directional 10 Buffer ETF - November worth $7.96K as of Q1 2026.
  • UBS Group bought 190 Innovator Equity Dual Directional 10 Buffer ETF - November shares in Q1 2026, an estimated $3.64K.
  • Innovator Equity Dual Directional 10 Buffer ETF - November made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8536 holding.
  • UBS Group first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - November as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.