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

Caliber Wealth Management (Kansas)’s Portfolio DDFS Stock Details DDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Hold	9,756	–	–	0.02%	265
2025 Q4	$207K	Hold	9,756	–	–	0.02%	253
2025 Q3	$204K	Buy	+9,756	New	+$202K	0.02%	247

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s DDFS Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) position steady in Q1 2026 at 9,756 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #265.

Caliber Wealth Management (Kansas) first reported a position in DDFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 45 funds tracked by Wall St. Rank hold DDFS as of Q1 2026.

Caliber Wealth Management (Kansas) held 9,756 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $206K as of Q1 2026.
Caliber Wealth Management (Kansas) left its Innovator Equity Dual Directional 15 Buffer ETF - September share count unchanged in Q1 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #265 holding.
Caliber Wealth Management (Kansas) first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 3 quarters since.
Caliber Wealth Management (Kansas)'s Innovator Equity Dual Directional 15 Buffer ETF - September position peaked at $207K in Q4 2025.
45 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.