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

Independent Financial 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 Q2	$906K	Sell	40,264 -4,007	-9%	-$89K	0.02%	733
2026 Q1	$950K	Sell	44,271 -23,267	-34%	-$503K	0.02%	645
2025 Q4	$1.46M	Buy	+67,538	New	+$1.44M	0.03%	492

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

Independent Financial Group's DDFO Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 9.1% in Q2 2026, selling an estimated $89K and leaving 40,264 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #733.

Independent Financial Group first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

Independent Financial Group held 40,264 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $906K as of Q2 2026.
Independent Financial Group sold 4,007 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $89K.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #733 holding.
Independent Financial Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
Independent Financial Group's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $1.46M in Q4 2025.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.