WFP
DDFS

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

Welch Financial Planning’s Portfolio DDFS Stock Details DDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.97M Sell
89,586
-73,558
-45% -$1.6M 1.15% 21
2026
Q1 		$3.44M Buy
163,144
+1,133
+0.7% +$24.1K 2.48% 13
2025
Q4 		$3.43M Buy
+162,011
New +$3.39M 2.5% 12

Other funds holding DDFS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

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

Welch Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) stake by 45% in Q2 2026, selling an estimated $1.6M and leaving 89,586 shares worth $1.97M. The position accounts for 1.15% of the portfolio, ranked #21.

Welch Financial Planning first reported a position in DDFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.44M in Q1 2026. 27 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

  • Welch Financial Planning held 89,586 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $1.97M as of Q2 2026.
  • Welch Financial Planning sold 73,558 Innovator Equity Dual Directional 15 Buffer ETF - September shares in Q2 2026, an estimated $1.6M.
  • Innovator Equity Dual Directional 15 Buffer ETF - September made up 1.15% of Welch Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Welch Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $3.44M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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