WFP
DDFM

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $153M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

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

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) stake by 4.6% in Q2 2026, selling an estimated $17.4K and leaving 18,527 shares worth $366K. The position accounts for 0.21% of the portfolio, ranked #53.

Welch Financial Planning first reported a position in DDFM in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DDFM as of Q2 2026.

  • Welch Financial Planning held 18,527 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $366K as of Q2 2026.
  • Welch Financial Planning sold 890 Innovator Equity Dual Directional 15 Buffer ETF - March shares in Q2 2026, an estimated $17.4K.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up 0.21% of Welch Financial Planning's portfolio in Q2 2026, its #53 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 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q2 2026.

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