WA
DDFD

Waverly Advisors’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Waverly Advisors’s Portfolio DDFD Stock Details DDFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.6K Hold
3,412
– – ﹤0.01% 1558
2025
Q4 		$65.3K Buy
+3,412
New +$65.1K ﹤0.01% 1442

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Waverly Advisors's DDFD Position: Q1 2026 in Review

Waverly Advisors held its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) position steady in Q1 2026 at 3,412 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Waverly Advisors first reported a position in DDFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $65.3K in Q4 2025. 52 funds tracked by Wall St. Rank hold DDFD as of Q1 2026.

  • Waverly Advisors held 3,412 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $64.6K as of Q1 2026.
  • Waverly Advisors left its Innovator Equity Dual Directional 15 Buffer ETF Dec share count unchanged in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1558 holding.
  • Waverly Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Innovator Equity Dual Directional 15 Buffer ETF Dec position peaked at $65.3K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.