WA
DDFM

Waverly Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - March DDFM Stock Holding History

Waverly Advisors’s Portfolio DDFM Stock Details DDFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103K Buy
+5,498
New +$104K ﹤0.01% 1530

Other funds holding DDFM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Waverly Advisors's DDFM Position: Q1 2026 in Review

Waverly Advisors opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q1 2026: 5,498 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

37 funds tracked by Wall St. Rank hold DDFM as of Q1 2026.

  • Waverly Advisors held 5,498 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $103K as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March was a new Waverly Advisors position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1530 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q1 2026.

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