GWANC
APRB

Guardian Wealth Advisors (North Carolina)’s Aptus April Buffer ETF APRB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio APRB Stock Details APRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Buy
43,801
+4,386
+11% +$112K 0.07% 148
2025
Q4 		$1.01M Buy
+39,415
New +$998K 0.06% 152

Other funds holding APRB

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s APRB Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Aptus April Buffer ETF (APRB) stake by 11% in Q1 2026, buying an estimated $112K and bringing the position to 43,801 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #148.

Guardian Wealth Advisors (North Carolina) first reported a position in APRB in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold APRB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 43,801 shares of Aptus April Buffer ETF worth $1.11M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 4,386 Aptus April Buffer ETF shares in Q1 2026, an estimated $112K.
  • Aptus April Buffer ETF made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #148 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus April Buffer ETF in Q4 2025 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Aptus April Buffer ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.