KWA
DDFO

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

Kingswood Wealth Advisors’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
Q1 		$301K Hold
14,012
– – 0.01% 707
2025
Q4 		$303K Buy
+14,012
New +$300K 0.01% 677

Other funds holding DDFO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Kingswood Wealth Advisors's DDFO Position: Q1 2026 in Review

Kingswood Wealth Advisors held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q1 2026 at 14,012 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #707.

Kingswood Wealth Advisors first reported a position in DDFO in Q4 2025 and has held it in 2 quarters since. The position peaked at $303K in Q4 2025. 57 funds tracked by Wall St. Rank hold DDFO as of Q1 2026.

  • Kingswood Wealth Advisors held 14,012 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $301K as of Q1 2026.
  • Kingswood Wealth Advisors left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #707 holding.
  • Kingswood Wealth Advisors first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $303K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.