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

Guardian Wealth Advisors (North Carolina)’s Portfolio USEP Stock Details USEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$161K Buy
+4,175
New +$164K 0.01% 366

Other funds holding USEP

SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in Innovator US Equity Ultra Buffer ETF September (USEP) in Q1 2026: 4,175 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings.

78 funds tracked by Wall St. Rank hold USEP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,175 shares of Innovator US Equity Ultra Buffer ETF September worth $161K as of Q1 2026.
  • Innovator US Equity Ultra Buffer ETF September was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF September made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #366 holding.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q1 2026.

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