SEP
DDFO

Southland Equity Partners’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Southland Equity Partners’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 		$1.89M Hold
83,962
– – 0.33% 62
2026
Q1 		$1.8M Hold
83,962
– – 0.35% 62
2025
Q4 		$1.81M Buy
+83,962
New +$1.8M 0.36% 61

Other funds holding DDFO

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
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Southland Equity Partners's DDFO Position: Q2 2026 in Review

Southland Equity Partners held its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) position steady in Q2 2026 at 83,962 shares worth $1.89M. The position accounts for 0.33% of the portfolio, ranked #62.

Southland Equity Partners first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Southland Equity Partners held 83,962 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $1.89M as of Q2 2026.
  • Southland Equity Partners left its Innovator Equity Dual Directional 15 Buffer ETF - October share count unchanged in Q2 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.33% of Southland Equity Partners's portfolio in Q2 2026, its #62 holding.
  • Southland Equity Partners first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.