WealthPLAN Partners
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WealthPLAN Partners’s Innovator Equity Dual Directional 15 Buffer ETF - June DDFZ Stock Holding History

WealthPLAN Partners’s Portfolio DDFZ Stock Details DDFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Hold
57,412
– – 0.21% 95
2026
Q2 		$1.11M Buy
+57,412
New +$1.11M 0.21% 93

Other funds holding DDFZ

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

WealthPLAN Partners's DDFZ Position: Q3 2026 in Review

WealthPLAN Partners held its Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) position steady in Q3 2026 at 57,412 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #95.

WealthPLAN Partners first reported a position in DDFZ in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold DDFZ as of Q3 2026.

  • WealthPLAN Partners held 57,412 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $1.13M as of Q3 2026.
  • WealthPLAN Partners left its Innovator Equity Dual Directional 15 Buffer ETF - June share count unchanged in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June made up 0.21% of WealthPLAN Partners's portfolio in Q3 2026, its #95 holding.
  • WealthPLAN Partners first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.