GWANC
DDFL

Guardian Wealth Advisors (North Carolina)’s Innovator Equity Dual Directional 15 Buffer ETF - July DDFL Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio DDFL Stock Details DDFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36K Buy
+1,750
New +$36K ﹤0.01% 458

Other funds holding DDFL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) in Q1 2026: 1,750 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

47 funds tracked by Wall St. Rank hold DDFL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,750 shares of Innovator Equity Dual Directional 15 Buffer ETF - July worth $36K as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - July made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #458 holding.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - July as of Q1 2026.

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