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
Q2 		$109K Hold
5,498
– – ﹤0.01% 1677
2026
Q1 		$103K Buy
+5,498
New +$104K ﹤0.01% 1530

Other funds holding DDFM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM

Waverly Advisors's DDFM Position: Q2 2026 in Review

Waverly Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) position steady in Q2 2026 at 5,498 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Waverly Advisors first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

  • Waverly Advisors held 5,498 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $109K as of Q2 2026.
  • Waverly Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - March share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1677 holding.
  • Waverly Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.