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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$683K	Sell	31,083 -276	-0.9%	-$6.01K	0.03%	375
2026 Q1	$662K	Sell	31,359 -1,200	-4%	-$25.5K	0.03%	345
2025 Q4	$690K	Buy	32,559 +1,916	+6%	+$40.1K	0.03%	322
2025 Q3	$640K	Buy	+30,643	New	+$635K	0.03%	343

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

MMA

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 0.88% in Q2 2026, selling an estimated $6.01K and leaving 31,083 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #375.

Visionary Wealth Advisors first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $690K in Q4 2025. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

Visionary Wealth Advisors held 31,083 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $683K as of Q2 2026.
Visionary Wealth Advisors sold 276 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q2 2026, an estimated $6.01K.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #375 holding.
Visionary Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
Visionary Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $690K in Q4 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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