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

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-3,250	Closed	-$69.7K	–	642
2026 Q1	$69.7K	Buy	+3,250	New	+$70.3K	﹤0.01%	422

Other funds holding DDFO

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DDFO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) in Q2 2026, closing a stake of 3,250 shares — an estimated $69.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DDFO in Q1 2026 and held it in 1 quarter. The position peaked at $69.7K in Q1 2026. 59 funds tracked by Wall St. Rank hold DDFO as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Innovator Equity Dual Directional 15 Buffer ETF - October position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 3,250 Innovator Equity Dual Directional 15 Buffer ETF - October shares in Q2 2026, an estimated $69.7K.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - October in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Innovator Equity Dual Directional 15 Buffer ETF - October position peaked at $69.7K in Q1 2026.
59 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - October as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.