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Guardian Wealth Advisors (North Carolina)’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio PFEB Stock Details PFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,475
Closed -$59.1K – 522
2026
Q1 		$59.1K Buy
+1,475
New +$60.2K ﹤0.01% 432

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BCM
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Commonwealth Equity Services
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q2 2026, closing a stake of 1,475 shares — an estimated $59.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PFEB in Q1 2026 and held it in 1 quarter. The position peaked at $59.1K in Q1 2026. 226 funds tracked by Wall St. Rank hold PFEB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Power Buffer ETF February position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,475 Innovator US Equity Power Buffer ETF February shares in Q2 2026, an estimated $59.1K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Power Buffer ETF February in Q1 2026 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Power Buffer ETF February position peaked at $59.1K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q2 2026.

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