GWANC
DDFN

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

Guardian Wealth Advisors (North Carolina)’s Portfolio DDFN Stock Details DDFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$212K Hold
11,170
– – 0.01% 345
2025
Q4 		$214K Buy
+11,170
New +$213K 0.01% 351

Other funds holding DDFN

LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $726M AUM 25.96% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) held its Innovator Equity Dual Directional 15 Buffer ETF - November (DDFN) position steady in Q1 2026 at 11,170 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #345.

Guardian Wealth Advisors (North Carolina) first reported a position in DDFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 54 funds tracked by Wall St. Rank hold DDFN as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,170 shares of Innovator Equity Dual Directional 15 Buffer ETF - November worth $212K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its Innovator Equity Dual Directional 15 Buffer ETF - November share count unchanged in Q1 2026.
  • Innovator Equity Dual Directional 15 Buffer ETF - November made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #345 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - November in Q4 2025 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Innovator Equity Dual Directional 15 Buffer ETF - November position peaked at $214K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - November as of Q1 2026.

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