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

Foundations Investment 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	$418K	Buy	19,487 +1,810	+10%	+$39.1K	0.01%	770
2025 Q4	$382K	Buy	+17,677	New	+$378K	0.01%	808

Other funds holding DDFO

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Foundations Investment Advisors's DDFO Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 10% in Q1 2026, buying an estimated $39.1K and bringing the position to 19,487 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #770.

Foundations Investment Advisors 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.

Foundations Investment Advisors held 19,487 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $418K as of Q1 2026.
Foundations Investment Advisors bought 1,810 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q1 2026, an estimated $39.1K.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #770 holding.
Foundations Investment 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.
57 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.