WCAMG
DDTO

Woodard & Company Asset Management Group’s Innovator Equity Dual Directional 10 Buffer ETF - October DDTO Stock Holding History

Woodard & Company Asset Management Group’s Portfolio DDTO Stock Details DDTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.7K Sell
4,700
-1,700
-27% -$36.8K 0.02% 120
2025
Q4 		$139K Buy
+6,400
New +$137K 0.02% 114

Other funds holding DDTO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Woodard & Company Asset Management Group's DDTO Position: Q1 2026 in Review

Woodard & Company Asset Management Group reduced its Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) stake by 27% in Q1 2026, selling an estimated $36.8K and leaving 4,700 shares worth $99.7K. The position accounts for 0.02% of the portfolio, ranked #120.

Woodard & Company Asset Management Group first reported a position in DDTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $139K in Q4 2025. 21 funds tracked by Wall St. Rank hold DDTO as of Q1 2026.

  • Woodard & Company Asset Management Group held 4,700 shares of Innovator Equity Dual Directional 10 Buffer ETF - October worth $99.7K as of Q1 2026.
  • Woodard & Company Asset Management Group sold 1,700 Innovator Equity Dual Directional 10 Buffer ETF - October shares in Q1 2026, an estimated $36.8K.
  • Innovator Equity Dual Directional 10 Buffer ETF - October made up 0.02% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #120 holding.
  • Woodard & Company Asset Management Group first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Woodard & Company Asset Management Group's Innovator Equity Dual Directional 10 Buffer ETF - October position peaked at $139K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.