KWS
DDFO

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

Keystone Wealth Services’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 		$465K Sell
20,649
-11
-0.1% -$244 0.09% 210
2026
Q1 		$443K Buy
+20,660
New +$447K 0.09% 204

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Keystone Wealth Services's DDFO Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 0.05% in Q2 2026, selling an estimated $244 and leaving 20,649 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #210.

Keystone Wealth Services first reported a position in DDFO in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Keystone Wealth Services held 20,649 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $465K as of Q2 2026.
  • Keystone Wealth Services sold 11 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $244.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.09% of Keystone Wealth Services's portfolio in Q2 2026, its #210 holding.
  • Keystone Wealth Services first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.