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

EverSource Wealth 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 Q2	$4.5K	Hold	200	–	–	﹤0.01%	3336
2026 Q1	$4.29K	Hold	200	–	–	﹤0.01%	3338
2025 Q4	$4.32K	Buy	+200	New	+$4.28K	﹤0.01%	3182

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EverSource Wealth Advisors's DDFO Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q2 2026 at 200 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

EverSource Wealth Advisors first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

EverSource Wealth Advisors held 200 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $4.5K as of Q2 2026.
EverSource Wealth Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - October made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3336 holding.
EverSource Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.