Valtinson Bruner Financial Planning’s Innovator Equity Dual Directional 15 Buffer ETF - October DDFO Stock Holding History

Valtinson Bruner Financial Planning’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	$11M	Sell	489,751 -1,821	-0.4%	-$40.4K	2.76%	11
2026 Q1	$10.5M	Sell	491,572 -3,606	-0.7%	-$78K	2.9%	10
2025 Q4	$10.7M	Buy	+495,178	New	+$10.6M	3.08%	9

Other funds holding DDFO

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Valtinson Bruner Financial Planning's DDFO Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 0.37% in Q2 2026, selling an estimated $40.4K and leaving 489,751 shares worth $11M. The position accounts for 2.76% of the portfolio, ranked #11.

Valtinson Bruner Financial Planning first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

Valtinson Bruner Financial Planning held 489,751 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $11M as of Q2 2026.
Valtinson Bruner Financial Planning sold 1,821 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $40.4K.
Innovator Equity Dual Directional 15 Buffer ETF - October made up 2.76% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #11 holding.
Valtinson Bruner Financial Planning first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q4 2025 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.