Creative Planning
DDFO

Creative Planning’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Creative 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 		$10.9M Sell
482,639
-19,266
-4% -$428K 0.01% 837
2026
Q1 		$10.8M Buy
+501,905
New +$10.9M 0.01% 657

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
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
Susquehanna International Group
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Creative Planning's DDFO Position: Q2 2026 in Review

Creative Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 3.8% in Q2 2026, selling an estimated $428K and leaving 482,639 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #837.

Creative 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.

  • Creative Planning held 482,639 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $10.9M as of Q2 2026.
  • Creative Planning sold 19,266 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $428K.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.01% of Creative Planning's portfolio in Q2 2026, its #837 holding.
  • Creative 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.