Independent Financial Group’s Innovator Equity Dual Directional 10 Buffer ETF - October DDTO Stock Holding History

Independent Financial Group’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 Q2	$218K	Hold	9,500	–	–	﹤0.01%	1431
2026 Q1	$201K	Hold	9,500	–	–	﹤0.01%	1378
2025 Q4	$206K	Buy	+9,500	New	+$203K	﹤0.01%	1335

Other funds holding DDTO

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $137M AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Independent Financial Group held its Innovator Equity Dual Directional 10 Buffer ETF - October (DDTO) position steady in Q2 2026 at 9,500 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Independent Financial Group first reported a position in DDTO in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold DDTO as of Q2 2026.

Independent Financial Group held 9,500 shares of Innovator Equity Dual Directional 10 Buffer ETF - October worth $218K as of Q2 2026.
Independent Financial Group left its Innovator Equity Dual Directional 10 Buffer ETF - October share count unchanged in Q2 2026.
Innovator Equity Dual Directional 10 Buffer ETF - October made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1431 holding.
Independent Financial Group first reported a position in Innovator Equity Dual Directional 10 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 10 Buffer ETF - October as of Q2 2026.

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