WFP
DDFN

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
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

WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return

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

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) stake by 4.4% in Q2 2026, selling an estimated $19.9K and leaving 21,898 shares worth $440K. The position accounts for 0.26% of the portfolio, ranked #48.

Welch Financial Planning first reported a position in DDFN in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold DDFN as of Q2 2026.

  • Welch Financial Planning held 21,898 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $440K as of Q2 2026.
  • Welch Financial Planning sold 1,005 Innovator Equity Dual Directional 15 Buffer ETF - November shares in Q2 2026, an estimated $19.9K.
  • Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.26% of Welch Financial Planning's portfolio in Q2 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 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q2 2026.

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