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

KFG Wealth Management’s Portfolio DDFN Stock Details DDFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$220K	Hold	10,730	–	–	0.02%	207
2026 Q2	$215K	Hold	10,730	–	–	0.02%	211
2026 Q1	$204K	Sell	10,730 -263	-2%	-$5.06K	0.03%	213
2025 Q4	$211K	Buy	+10,993	New	+$210K	0.03%	205

Other funds holding DDFN

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

SEP

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management's DDFN Position: Q3 2026 in Review

KFG Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) position steady in Q3 2026 at 10,730 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #207.

KFG Wealth Management first reported a position in DDFN in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold DDFN as of Q3 2026.

KFG Wealth Management held 10,730 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $220K as of Q3 2026.
KFG Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - November share count unchanged in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.02% of KFG Wealth Management's portfolio in Q3 2026, its #207 holding.
KFG Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 4 quarters since.
14 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.