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

Welch Financial Planning’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 Q3	$249K	Sell	12,388 -6,139	-33%	-$123K	0.14%	66
2026 Q2	$366K	Sell	18,527 -890	-5%	-$17.4K	0.21%	53
2026 Q1	$365K	Buy	+19,417	New	+$367K	0.26%	49

Other funds holding DDFM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Goldenstone Wealth Management El Dorado Hills, California $159M AUM 34.78% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Welch Financial Planning's DDFM Position: Q3 2026 in Review

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) stake by 33% in Q3 2026, selling an estimated $123K and leaving 12,388 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #66.

Welch Financial Planning first reported a position in DDFM in Q1 2026 and has held it in 3 quarters since. The position peaked at $366K in Q2 2026. 21 funds tracked by Wall St. Rank hold DDFM as of Q3 2026.

Welch Financial Planning held 12,388 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $249K as of Q3 2026.
Welch Financial Planning sold 6,139 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q3 2026, an estimated $123K.
Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.14% of Welch Financial Planning's portfolio in Q3 2026, its #66 holding.
Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - March in Q1 2026 and has held it in 3 quarters since.
Welch Financial Planning's Innovator Equity Dual Directional 15 Buffer ETF - March position peaked at $366K in Q2 2026.
21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.