KWM
DDFL

KFG Wealth Management’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

KFG Wealth Management’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$943K Hold
44,438
– – 0.11% 94
2026
Q1 		$913K Sell
44,438
-417
-0.9% -$8.59K 0.12% 87
2025
Q4 		$922K Buy
44,855
+247
+0.6% +$5.02K 0.12% 88
2025
Q3 		$901K Buy
+44,608
New +$888K 0.13% 82

Other funds holding DDFL

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

KFG Wealth Management's DDFL Position: Q2 2026 in Review

KFG Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) position steady in Q2 2026 at 44,438 shares worth $943K. The position accounts for 0.11% of the portfolio, ranked #94.

KFG Wealth Management first reported a position in DDFL in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold DDFL as of Q2 2026.

  • KFG Wealth Management held 44,438 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $943K as of Q2 2026.
  • KFG Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - July share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up 0.11% of KFG Wealth Management's portfolio in Q2 2026, its #94 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.