KWM
DDFO

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

KFG Wealth Management’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 		$378K Sell
16,807
-2,335
-12% -$51.9K 0.04% 157
2026
Q1 		$411K Buy
19,142
+1,426
+8% +$30.8K 0.05% 152
2025
Q4 		$383K Buy
+17,716
New +$379K 0.05% 157

Other funds holding DDFO

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

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

KFG Wealth Management reduced its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 12% in Q2 2026, selling an estimated $51.9K and leaving 16,807 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #157.

KFG Wealth Management first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q1 2026. 14 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • KFG Wealth Management held 16,807 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $378K as of Q2 2026.
  • KFG Wealth Management sold 2,335 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $51.9K.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #157 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
  • KFG Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $411K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

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