CA
DDFO

Calton & Associates’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Calton & Associates’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 		$552K Buy
24,517
+1,000
+4% +$22.2K 0.08% 218
2026
Q1 		$504K Sell
23,517
-4,285
-15% -$92.6K 0.07% 238
2025
Q4 		$601K Buy
+27,802
New +$594K 0.09% 221

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Calton & Associates's DDFO Position: Q2 2026 in Review

Calton & Associates increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 4.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 24,517 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #218.

Calton & Associates first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Calton & Associates held 24,517 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $552K as of Q2 2026.
  • Calton & Associates bought 1,000 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $22.2K.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #218 holding.
  • Calton & Associates first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
  • Calton & Associates's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $601K 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.