MWM
DDFO

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

Modern 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
Q1 		$876K Buy
+40,732
New +$881K 0.02% 447

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

Modern Wealth Management's DDFO Position: Q1 2026 in Review

Modern Wealth Management opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q1 2026: 40,732 shares worth $876K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

57 funds tracked by Wall St. Rank hold DDFO as of Q1 2026.

  • Modern Wealth Management held 40,732 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $876K as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October was a new Modern Wealth Management position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #447 holding.
  • 57 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.