CWRP
DDFO

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
Q1 		$288K Buy
+13,035
New +$282K 0.15% 88

Other funds holding DDFO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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 $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cassady Wealth & Retirement Planning's DDFO Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q1 2026: 13,035 shares worth $288K. The stake represents 0.15% of the portfolio and ranks #88 among its holdings.

57 funds tracked by Wall St. Rank hold DDFO as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 13,035 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $288K as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October was a new Cassady Wealth & Retirement Planning position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.15% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #88 holding.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.