CWMK
DDFO

Caliber Wealth Management (Kansas)’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Caliber Wealth Management (Kansas)’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 		$413K Hold
18,354
– – 0.04% 205
2026
Q1 		$394K Hold
18,354
– – 0.04% 192
2025
Q4 		$397K Buy
+18,354
New +$392K 0.04% 194

Other funds holding DDFO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DDFO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q2 2026 at 18,354 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #205.

Caliber Wealth Management (Kansas) first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 18,354 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $413K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #205 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.