James T. Borello RIA’s Innovator Equity Dual Directional 15 Buffer ETF - September DDFS Stock Holding History

James T. Borello RIA’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 Q3	$52.9K	Hold	2,373	–	–	0.01%	239
2026 Q2	$52.1K	Hold	2,373	–	–	0.01%	233
2026 Q1	$50.1K	Hold	2,373	–	–	0.01%	219
2025 Q4	$50.3K	Buy	+2,373	New	+$49.7K	0.01%	177

Other funds holding DDFS

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

James T. Borello RIA's DDFS Position: Q3 2026 in Review

James T. Borello RIA held its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) position steady in Q3 2026 at 2,373 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #239.

James T. Borello RIA first reported a position in DDFS in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold DDFS as of Q3 2026.

James T. Borello RIA held 2,373 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $52.9K as of Q3 2026.
James T. Borello RIA left its Innovator Equity Dual Directional 15 Buffer ETF - September share count unchanged in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #239 holding.
James T. Borello RIA first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q4 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.