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

AssuredPartners Investment 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	-11,255	Closed	-$243K	–	441
2026 Q1	$243K	Hold	11,255	–	–	0.03%	354
2025 Q4	$243K	Buy	+11,255	New	+$241K	0.04%	303

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

AssuredPartners Investment Advisors's DDFO Position: Q2 2026 in Review

AssuredPartners Investment Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q2 2026, closing a stake of 11,255 shares — an estimated $243K sold.

AssuredPartners Investment Advisors first reported a position in DDFO in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q4 2025. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

AssuredPartners Investment Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - October position as of Q2 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 11,255 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $243K.
AssuredPartners Investment Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and held it in 2 quarters.
AssuredPartners Investment Advisors's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $243K 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.