KFG Wealth Management
DDFZ icon

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

KFG Wealth Management’s Portfolio DDFZ Stock Details DDFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$200K Hold
10,118
– – 0.02% 216
2026
Q2 		$196K Buy
+10,118
New +$195K 0.02% 222

Other funds holding DDFZ

Gradient Investments
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM

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

KFG Wealth Management held its Innovator Equity Dual Directional 15 Buffer ETF - June (DDFZ) position steady in Q3 2026 at 10,118 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #216.

KFG Wealth Management first reported a position in DDFZ in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold DDFZ as of Q3 2026.

  • KFG Wealth Management held 10,118 shares of Innovator Equity Dual Directional 15 Buffer ETF - June worth $200K as of Q3 2026.
  • KFG Wealth Management left its Innovator Equity Dual Directional 15 Buffer ETF - June share count unchanged in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - June made up 0.02% of KFG Wealth Management's portfolio in Q3 2026, its #216 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - June as of Q3 2026.

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