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

AE Wealth Management’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	$1.47M	Buy	65,308 +54,612	+511%	+$1.21M	0.01%	770
2026 Q1	$229K	Buy	+10,696	New	+$231K	﹤0.01%	1532

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AE Wealth Management's DDFO Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 511% in Q2 2026, buying an estimated $1.21M and bringing the position to 65,308 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #770.

AE Wealth Management first reported a position in DDFO in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

AE Wealth Management held 65,308 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $1.47M as of Q2 2026.
AE Wealth Management bought 54,612 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $1.21M.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #770 holding.
AE Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q1 2026 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.