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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,800	Closed	-$70.8K	–	584
2026 Q1	$70.8K	Buy	+1,800	New	+$72K	﹤0.01%	420

Other funds holding UAUG

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCA

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

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BCM

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

KWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Ultra Buffer ETF August (UAUG) in Q2 2026, closing a stake of 1,800 shares — an estimated $70.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UAUG in Q1 2026 and held it in 1 quarter. The position peaked at $70.8K in Q1 2026. 89 funds tracked by Wall St. Rank hold UAUG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Ultra Buffer ETF August position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,800 Innovator US Equity Ultra Buffer ETF August shares in Q2 2026, an estimated $70.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF August in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF August position peaked at $70.8K in Q1 2026.
89 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q2 2026.

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