WFP
DDFJ

Welch Financial Planning’s Innovator Equity Dual Directional 15 Buffer ETF - January DDFJ Stock Holding History

Welch Financial Planning’s Portfolio DDFJ Stock Details DDFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
153,661
+138,315
+901% +$2.7M 1.77% 15
2026
Q1 		$288K Buy
+15,346
New +$292K 0.21% 51

Other funds holding DDFJ

EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

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

Welch Financial Planning increased its Innovator Equity Dual Directional 15 Buffer ETF - January (DDFJ) stake by 901% in Q2 2026, buying an estimated $2.7M and bringing the position to 153,661 shares worth $3.04M. The position accounts for 1.77% of the portfolio, ranked #15.

Welch Financial Planning first reported a position in DDFJ in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold DDFJ as of Q2 2026.

  • Welch Financial Planning held 153,661 shares of Innovator Equity Dual Directional 15 Buffer ETF - January worth $3.04M as of Q2 2026.
  • Welch Financial Planning bought 138,315 Innovator Equity Dual Directional 15 Buffer ETF - January shares in Q2 2026, an estimated $2.7M.
  • Innovator Equity Dual Directional 15 Buffer ETF - January made up 1.77% of Welch Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - January as of Q2 2026.

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