WFP
DDFD

Welch Financial Planning’s Innovator Equity Dual Directional 15 Buffer ETF Dec DDFD Stock Holding History

Welch Financial Planning’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
Q2 		$240K Sell
12,010
-82,523
-87% -$1.63M 0.14% 68
2026
Q1 		$1.79M Buy
94,533
+3,590
+4% +$68.8K 1.29% 19
2025
Q4 		$1.74M Buy
+90,943
New +$1.74M 1.27% 19

Other funds holding DDFD

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Welch Financial Planning's DDFD Position: Q2 2026 in Review

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF Dec (DDFD) stake by 87% in Q2 2026, selling an estimated $1.63M and leaving 12,010 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #68.

Welch Financial Planning first reported a position in DDFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2026. 32 funds tracked by Wall St. Rank hold DDFD as of Q2 2026.

  • Welch Financial Planning held 12,010 shares of Innovator Equity Dual Directional 15 Buffer ETF Dec worth $240K as of Q2 2026.
  • Welch Financial Planning sold 82,523 Innovator Equity Dual Directional 15 Buffer ETF Dec shares in Q2 2026, an estimated $1.63M.
  • Innovator Equity Dual Directional 15 Buffer ETF Dec made up 0.14% of Welch Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF Dec in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Innovator Equity Dual Directional 15 Buffer ETF Dec position peaked at $1.79M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF Dec as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.