Guardian Wealth Advisors (North Carolina)’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.34K	Buy	+250	New	+$8.25K	﹤0.01%	549
2025 Q3	–	Sell	-250	Closed	-$7.83K	–	533
2025 Q2	$7.83K	Buy	+250	New	+$7.55K	﹤0.01%	492

Other funds holding UAPR

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2026: 250 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in UAPR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in UAPR in Q2 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 250 shares of Innovator US Equity Ultra Buffer ETF April worth $8.34K as of Q1 2026.
Innovator US Equity Ultra Buffer ETF April was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #549 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and has held it in 2 quarters since.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

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