VWA
DDTS

Visionary Wealth Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - September DDTS Stock Holding History

Visionary Wealth Advisors’s Portfolio DDTS Stock Details DDTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Sell
25,867
-877
-3% -$19.4K 0.02% 398
2026
Q1 		$562K Sell
26,744
-150
-0.6% -$3.21K 0.02% 376
2025
Q4 		$574K Sell
26,894
-4,670
-15% -$98.4K 0.03% 359
2025
Q3 		$660K Buy
+31,564
New +$656K 0.03% 337

Other funds holding DDTS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its Innovator Equity Dual Directional 10 Buffer ETF - September (DDTS) stake by 3.3% in Q2 2026, selling an estimated $19.4K and leaving 25,867 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #398.

Visionary Wealth Advisors first reported a position in DDTS in Q3 2025 and has held it in 4 quarters since. The position peaked at $660K in Q3 2025. 22 funds tracked by Wall St. Rank hold DDTS as of Q2 2026.

  • Visionary Wealth Advisors held 25,867 shares of Innovator Equity Dual Directional 10 Buffer ETF - September worth $582K as of Q2 2026.
  • Visionary Wealth Advisors sold 877 Innovator Equity Dual Directional 10 Buffer ETF - September shares in Q2 2026, an estimated $19.4K.
  • Innovator Equity Dual Directional 10 Buffer ETF - September made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #398 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
  • Visionary Wealth Advisors's Innovator Equity Dual Directional 10 Buffer ETF - September position peaked at $660K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - September as of Q2 2026.

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