GWANC
UAUG icon

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Ultra Buffer ETF August (UAUG) in Q1 2026: 1,800 shares worth $70.8K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings.

83 funds tracked by Wall St. Rank hold UAUG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,800 shares of Innovator US Equity Ultra Buffer ETF August worth $70.8K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF August was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF August made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #420 holding.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF August as of Q1 2026.

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