IFP Advisors’s Innovator Equity Dual Directional 10 Buffer ETF - October DDTO Stock Holding History

IFP Advisors’s Portfolio DDTO Stock Details DDTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$111K	Sell	4,678 -20	-0.4%	-$466	﹤0.01%	1901
2026 Q2	$108K	Hold	4,698	–	–	﹤0.01%	1932
2026 Q1	$100K	Buy	4,698 +25	+0.5%	+$541	﹤0.01%	1841
2025 Q4	$101K	Buy	+4,673	New	+$100K	﹤0.01%	1780

Other funds holding DDTO

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

IFP Advisors's DDTO Position: Q3 2026 in Review

IFP Advisors reduced its Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) stake by 0.43% in Q3 2026, selling an estimated $466 and leaving 4,678 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

IFP Advisors first reported a position in DDTO in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold DDTO as of Q3 2026.

IFP Advisors held 4,678 shares of Innovator Equity Dual Directional 10 Buffer ETF - October worth $111K as of Q3 2026.
IFP Advisors sold 20 Innovator Equity Dual Directional 10 Buffer ETF - October shares in Q3 2026, an estimated $466.
Innovator Equity Dual Directional 10 Buffer ETF - October made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1901 holding.
IFP Advisors first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - October in Q4 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.