Clear Point Advisors’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Clear Point Advisors’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 Q3	$619K	Buy	+26,952	New	+$613K	0.42%	68
2026 Q1	–	Sell	-25,774	Closed	-$557K	–	146
2025 Q4	$557K	Buy	+25,774	New	+$551K	0.43%	70

Other funds holding DDFO

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Clear Point Advisors's DDFO Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q3 2026: 26,952 shares worth $619K. The stake represents 0.42% of the portfolio and ranks #68 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in DDFO as recently as Q4 2025.

Clear Point Advisors first reported a position in DDFO in Q4 2025 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold DDFO as of Q3 2026.

Clear Point Advisors held 26,952 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $619K as of Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - October was a new Clear Point Advisors position in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.42% of Clear Point Advisors's portfolio in Q3 2026, its #68 holding.
Clear Point Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
22 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.