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

Guardian Wealth Advisors (North Carolina)’s Portfolio UJUL Stock Details UJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.3K Buy
+400
New +$15.5K ﹤0.01% 522

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Carson Wealth (CWM LLC)
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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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2026: 400 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 400 shares of Innovator US Equity Ultra Buffer ETF July worth $15.3K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF July was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #522 holding.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

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