WFP
DDFL

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

Welch Financial Planning’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
85,711
-37,965
-31% -$798K 1.06% 23
2026
Q1 		$2.54M Sell
123,676
-557
-0.4% -$11.5K 1.83% 16
2025
Q4 		$2.55M Buy
+124,233
New +$2.52M 1.86% 16

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) stake by 31% in Q2 2026, selling an estimated $798K and leaving 85,711 shares worth $1.82M. The position accounts for 1.06% of the portfolio, ranked #23.

Welch Financial Planning first reported a position in DDFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2025. 34 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

  • Welch Financial Planning held 85,711 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $1.82M as of Q2 2026.
  • Welch Financial Planning sold 37,965 Innovator Equity Dual Directional 15 Buffer ETF - July shares in Q2 2026, an estimated $798K.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 1.06% of Welch Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Innovator Equity Dual Directional 15 Buffer ETF - July position peaked at $2.55M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

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