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

Welch Financial Planning’s Portfolio DDFN Stock Details DDFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$449K	Sell	21,873 -25	-0.1%	-$508	0.25%	48
2026 Q2	$440K	Sell	21,898 -1,005	-4%	-$19.9K	0.26%	48
2026 Q1	$435K	Hold	22,903	–	–	0.31%	42
2025 Q4	$439K	Buy	+22,903	New	+$436K	0.32%	41

Other funds holding DDFN

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

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

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

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

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 18.69% 1-Year Est. Return

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

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) stake by 0.11% in Q3 2026, selling an estimated $508 and leaving 21,873 shares worth $449K. The position accounts for 0.25% of the portfolio, ranked #48.

Welch Financial Planning first reported a position in DDFN in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold DDFN as of Q3 2026.

Welch Financial Planning held 21,873 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $449K as of Q3 2026.
Welch Financial Planning sold 25 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q3 2026, an estimated $508.
Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.25% of Welch Financial Planning's portfolio in Q3 2026, its #48 holding.
Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q3 2026.

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