CWMK
DDFZ

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

Caliber Wealth Management (Kansas)’s Portfolio DDFZ Stock Details DDFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
+13,590
New +$262K 0.03% 260

Other funds holding DDFZ

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Caliber Wealth Management (Kansas) opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) in Q2 2026: 13,590 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings.

12 funds tracked by Wall St. Rank hold DDFZ as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 13,590 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $264K as of Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #260 holding.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q2 2026.

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