James T. Borello RIA’s Innovator Equity Dual Directional 10 Buffer ETF - September DDTS Stock Holding History

James T. Borello RIA’s Portfolio DDTS Stock Details DDTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.1K	Hold	1,222	–	–	0.01%	337
2026 Q2	$27.5K	Hold	1,222	–	–	0.01%	337
2026 Q1	$25.7K	Hold	1,222	–	–	0.01%	321
2025 Q4	$26.1K	Buy	+1,222	New	+$25.7K	0.01%	241

Other funds holding DDTS

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

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

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

James T. Borello RIA held its Innovator Equity Dual Directional 10 Buffer ETF - September (DDTS) position steady in Q3 2026 at 1,222 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #337.

James T. Borello RIA first reported a position in DDTS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold DDTS as of Q3 2026.

James T. Borello RIA held 1,222 shares of Innovator Equity Dual Directional 10 Buffer ETF - September worth $28.1K as of Q3 2026.
James T. Borello RIA left its Innovator Equity Dual Directional 10 Buffer ETF - September share count unchanged in Q3 2026.
Innovator Equity Dual Directional 10 Buffer ETF - September made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #337 holding.
James T. Borello RIA first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - September in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - September as of Q3 2026.

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