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

Guardian Wealth Advisors (North Carolina)’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$287K Buy
+7,220
New +$290K 0.02% 287
2025
Q3 		– Sell
-4,475
Closed -$168K – 537
2025
Q2 		$168K Hold
4,475
– – 0.01% 338
2025
Q1 		$159K Buy
+4,475
New +$161K 0.01% 325

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2026: 7,220 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in UMAR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in UMAR in Q1 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 7,220 shares of Innovator US Equity Ultra Buffer ETF March worth $287K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF March was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #287 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

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