PWMG
DDFO

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

Pinnacle Wealth Management Group’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
Q2 		$210K Buy
+9,320
New +$207K 0.1% 120
2026
Q1 		– Sell
-9,280
Closed -$201K – 131
2025
Q4 		$201K Buy
+9,280
New +$198K 0.1% 124

Other funds holding DDFO

SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Pinnacle Wealth Management Group's DDFO Position: Q2 2026 in Review

Pinnacle Wealth Management Group opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q2 2026: 9,320 shares worth $210K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Pinnacle Wealth Management Group previously reported a position in DDFO as recently as Q4 2025.

Pinnacle Wealth Management Group first reported a position in DDFO in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Pinnacle Wealth Management Group held 9,320 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $210K as of Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October was a new Pinnacle Wealth Management Group position in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.1% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #120 holding.
  • Pinnacle Wealth Management Group first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.