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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,700	Closed	-$101K	–	590
2026 Q1	$101K	Buy	+2,700	New	+$103K	0.01%	396
2025 Q3	–	Sell	-450	Closed	-$16.2K	–	538
2025 Q2	$16.2K	Buy	+450	New	+$15.5K	﹤0.01%	459

Other funds holding UNOV

PCA

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Ultra Buffer ETF November (UNOV) in Q2 2026, closing a stake of 2,700 shares — an estimated $101K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in UNOV in Q2 2025 and held it in 2 quarters. The position peaked at $101K in Q1 2026. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Ultra Buffer ETF November position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,700 Innovator US Equity Ultra Buffer ETF November shares in Q2 2026, an estimated $101K.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF November in Q2 2025 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF November position peaked at $101K in Q1 2026.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

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