CPA
DDFO

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
Q1 		– Sell
-25,774
Closed -$557K – 146
2025
Q4 		$557K Buy
+25,774
New +$551K 0.43% 70

Other funds holding DDFO

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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 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
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 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 $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Clear Point Advisors's DDFO Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q1 2026, closing a stake of 25,774 shares — an estimated $557K sold.

Clear Point Advisors first reported a position in DDFO in Q4 2025 and held it in 1 quarter. The position peaked at $557K in Q4 2025. 58 funds tracked by Wall St. Rank hold DDFO as of Q1 2026.

  • Clear Point Advisors reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - October position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 25,774 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q1 2026, an estimated $557K.
  • Clear Point Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and held it in 1 quarter.
  • Clear Point Advisors's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $557K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.