WFP
DDFO

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

Welch 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 		$736K Buy
32,693
+520
+2% +$11.5K 0.43% 37
2026
Q1 		$690K Buy
32,173
+1,938
+6% +$41.9K 0.5% 33
2025
Q4 		$654K Buy
+30,235
New +$646K 0.48% 33

Other funds holding DDFO

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Welch Financial Planning's DDFO Position: Q2 2026 in Review

Welch Financial Planning increased its Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) stake by 1.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 32,693 shares worth $736K. The position accounts for 0.43% of the portfolio, ranked #37.

Welch Financial Planning first reported a position in DDFO in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

  • Welch Financial Planning held 32,693 shares of Innovator Equity Dual Directional 15 Buffer ETF - October worth $736K as of Q2 2026.
  • Welch Financial Planning bought 520 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $11.5K.
  • Innovator Equity Dual Directional 15 Buffer ETF - October made up 0.43% of Welch Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Welch 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.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.