Occidental Asset Management
DDFG icon

Occidental Asset Management’s Innovator Equity Dual Directional 15 Buffer ETF - August DDFG Stock Holding History

Occidental Asset Management’s Portfolio DDFG Stock Details DDFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320K Buy
+16,433
New +$319K 0.03% 268

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Silver Oak Securities
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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Occidental Asset Management's DDFG Position: Q3 2026 in Review

Occidental Asset Management opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - August (DDFG) in Q3 2026: 16,433 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings.

17 funds tracked by Wall St. Rank hold DDFG as of Q3 2026.

  • Occidental Asset Management held 16,433 shares of Innovator Equity Dual Directional 15 Buffer ETF - August worth $320K as of Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - August was a new Occidental Asset Management position in Q3 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - August made up 0.03% of Occidental Asset Management's portfolio in Q3 2026, its #268 holding.
  • 17 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - August as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.