Visionary Wealth Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - November DDFN Stock Holding History

Visionary Wealth Advisors’s Portfolio DDFN Stock Details DDFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Sell	28,090 -650	-2%	-$12.9K	0.02%	403
2026 Q1	$546K	Hold	28,740	–	–	0.02%	382
2025 Q4	$551K	Buy	+28,740	New	+$548K	0.02%	371

Other funds holding DDFN

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

Visionary Wealth Advisors's DDFN Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) stake by 2.3% in Q2 2026, selling an estimated $12.9K and leaving 28,090 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #403.

Visionary Wealth Advisors first reported a position in DDFN in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DDFN as of Q2 2026.

Visionary Wealth Advisors held 28,090 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $564K as of Q2 2026.
Visionary Wealth Advisors sold 650 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q2 2026, an estimated $12.9K.
Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #403 holding.
Visionary Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.