Guardian Wealth Advisors, Llc / Nc »

Innovator Etfs Tr s&p 500 ultra shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 ultra (UOCT) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Innovator Etfs Tr s&p 500 ultra

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 ultra held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 ultra by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $124k 3.3k 38.24
2025-06-30 $120k 3.3k 36.78

More positions owned by Guardian Wealth Advisors, Llc / Nc

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Vest Investment (LQTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ea Series Trust Freedom 100 Em (FRDM)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)

View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Innovator Etfs Tr s&p 500 ultra

Brookstone Capital Management
Talon Private Wealth
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CWM
Kfg Wealth Management
Kestra Advisory Services
Advisory Services Network
Advisor Group Holdings
Spire Wealth Management
Envestnet Asset Management
IMG Wealth Management
Central Valley Advisors
CLS Investments
Foundations Investment Advisors

View all funds holding Innovator Etfs Tr s&p 500 ultra