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

Guardian Wealth Advisors (North Carolina)’s Portfolio UFEB Stock Details UFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$174K Sell
4,800
-2,500
-34% -$92.2K 0.01% 360
2025
Q4 		$269K Buy
7,300
+750
+11% +$27.1K 0.02% 308
2025
Q3 		$234K Sell
6,550
-750
-10% -$26.3K 0.02% 322
2025
Q2 		$250K Hold
7,300
– – 0.02% 295
2025
Q1 		$236K Buy
+7,300
New +$242K 0.02% 283

Other funds holding UFEB

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 34% in Q1 2026, selling an estimated $92.2K and leaving 4,800 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #360.

Guardian Wealth Advisors (North Carolina) first reported a position in UFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $269K in Q4 2025. 96 funds tracked by Wall St. Rank hold UFEB as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,800 shares of Innovator US Equity Ultra Buffer ETF February worth $174K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 2,500 Innovator US Equity Ultra Buffer ETF February shares in Q1 2026, an estimated $92.2K.
  • Innovator US Equity Ultra Buffer ETF February made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #360 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF February position peaked at $269K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q1 2026.

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