Adapt Wealth Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Adapt Wealth Advisors’s Portfolio DDFO Stock Details DDFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,416	Closed	-$223K	–	113
2026 Q1	$223K	Hold	10,416	–	–	0.08%	92
2025 Q4	$225K	Buy	+10,416	New	+$223K	0.08%	92

Other funds holding DDFO

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Adapt Wealth Advisors's DDFO Position: Q2 2026 in Review

Adapt Wealth Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q2 2026, closing a stake of 10,416 shares — an estimated $223K sold.

Adapt Wealth Advisors first reported a position in DDFO in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q4 2025. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

Adapt Wealth Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - October position as of Q2 2026 after selling out during the quarter.
Adapt Wealth Advisors sold 10,416 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $223K.
Adapt Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and held it in 2 quarters.
Adapt Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $225K in Q4 2025.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.