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 Q2	–	Sell	-4,175	Closed	-$161K	–	593
2026 Q1	$161K	Buy	+4,175	New	+$164K	0.01%	366

Other funds holding USEP

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

KWA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

PCA

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

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

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

KAS

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

CVA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWM

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

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

Guardian Wealth Advisors (North Carolina) sold out of Innovator US Equity Ultra Buffer ETF September (USEP) in Q2 2026, closing a stake of 4,175 shares — an estimated $161K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in USEP in Q1 2026 and held it in 1 quarter. The position peaked at $161K in Q1 2026. 79 funds tracked by Wall St. Rank hold USEP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Innovator US Equity Ultra Buffer ETF September position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 4,175 Innovator US Equity Ultra Buffer ETF September shares in Q2 2026, an estimated $161K.
Guardian Wealth Advisors (North Carolina) first reported a position in Innovator US Equity Ultra Buffer ETF September in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Innovator US Equity Ultra Buffer ETF September position peaked at $161K in Q1 2026.
79 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF September as of Q2 2026.

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