Cassady Wealth & Retirement Planning’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Cassady Wealth & Retirement Planning’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	$333K	Buy	14,806 +1,771	+14%	+$39.3K	0.16%	83
2026 Q1	$288K	Buy	+13,035	New	+$282K	0.15%	88

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

Cassady Wealth & Retirement Planning's DDFO Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 14% in Q2 2026, buying an estimated $39.3K and bringing the position to 14,806 shares worth $333K. The position accounts for 0.16% of the portfolio, ranked #83.

Cassady Wealth & Retirement Planning first reported a position in DDFO in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

Cassady Wealth & Retirement Planning held 14,806 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $333K as of Q2 2026.
Cassady Wealth & Retirement Planning bought 1,771 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $39.3K.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.16% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #83 holding.
Cassady Wealth & Retirement Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q1 2026 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.