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 Q3	$386K	Hold	16,807	–	–	0.04%	158
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

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEP

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

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

KFG Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q3 2026 at 16,807 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #158.

KFG Wealth Management first reported a position in DDFO in Q4 2025 and has held it in 4 quarters since. The position peaked at $411K in Q1 2026. 44 funds tracked by Wall St. Rank hold DDFO as of Q3 2026.

KFG Wealth Management held 16,807 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $386K as of Q3 2026.
KFG Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q3 2026.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.04% of KFG Wealth Management's portfolio in Q3 2026, its #158 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 4 quarters since.
KFG Wealth Management's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $411K in Q1 2026.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q3 2026.

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