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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Visionary Wealth Advisors's DDTS Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Innovator Equity Dual Directional 10 Buffer ETF - September (DDTS) stake by 0.56% in Q1 2026, selling an estimated $3.21K and leaving 26,744 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #376.

Visionary Wealth Advisors first reported a position in DDTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $660K in Q3 2025. 20 funds tracked by Wall St. Rank hold DDTS as of Q1 2026.

  • Visionary Wealth Advisors held 26,744 shares of Innovator Equity Dual Directional 10 Buffer ETF - September worth $562K as of Q1 2026.
  • Visionary Wealth Advisors sold 150 Innovator Equity Dual Directional 10 Buffer ETF - September shares in Q1 2026, an estimated $3.21K.
  • Innovator Equity Dual Directional 10 Buffer ETF - September made up 0.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #376 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 3 quarters since.
  • Visionary Wealth Advisors's Innovator Equity Dual Directional 10 Buffer ETF - September position peaked at $660K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - September as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.