CWG
DDFO

Cornerstone Wealth Group’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Cornerstone Wealth Group’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 		$670K Buy
30,425
+9,225
+44% +$199K 0.04% 200
2025
Q4 		$458K Buy
+21,200
New +$453K 0.03% 222

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

Cornerstone Wealth Group's DDFO Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 44% in Q1 2026, buying an estimated $199K and bringing the position to 30,425 shares worth $670K. The position accounts for 0.04% of the portfolio, ranked #200.

Cornerstone Wealth Group first reported a position in DDFO in Q4 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold DDFO as of Q1 2026.

  • Cornerstone Wealth Group held 30,425 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $670K as of Q1 2026.
  • Cornerstone Wealth Group bought 9,225 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q1 2026, an estimated $199K.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #200 holding.
  • Cornerstone Wealth Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.