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

Guardian Wealth Advisors (North Carolina)’s Portfolio DDFS Stock Details DDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Hold	11,735	–	–	0.01%	339
2026 Q1	$248K	Hold	11,735	–	–	0.02%	313
2025 Q4	$249K	Hold	11,735	–	–	0.02%	324
2025 Q3	$245K	Buy	+11,735	New	+$243K	0.02%	314

Other funds holding DDFS

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) held its Innovator Equity Dual Directional 15 Buffer ETF - September (DDFS) position steady in Q2 2026 at 11,735 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #339.

Guardian Wealth Advisors (North Carolina) first reported a position in DDFS in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold DDFS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 11,735 shares of Innovator Equity Dual Directional 15 Buffer ETF - September worth $258K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its Innovator Equity Dual Directional 15 Buffer ETF - September share count unchanged in Q2 2026.
Innovator Equity Dual Directional 15 Buffer ETF - September made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #339 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator Equity Dual Directional 15 Buffer ETF - September in Q3 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held Innovator Equity Dual Directional 15 Buffer ETF - September as of Q2 2026.

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