GWANC
DDFM

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

Guardian Wealth Advisors (North Carolina)’s Portfolio DDFM Stock Details DDFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.39K Buy
+500
New +$9.44K ﹤0.01% 543

Other funds holding DDFM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
GWM
Goldenstone Wealth Management El Dorado Hills, California $137M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator Equity Dual Directional 15 Buffer ETF - March (DDFM) in Q1 2026: 500 shares worth $9.39K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

37 funds tracked by Wall St. Rank hold DDFM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 500 shares of Innovator Equity Dual Directional 15 Buffer ETF - March worth $9.39K as of Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - March made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #543 holding.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - March as of Q1 2026.

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