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SageView Advisory Group’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

SageView Advisory Group’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,969
Closed -$701K – 532
2023
Q4 		$701K Hold
17,969
– – 0.03% 323
2023
Q3 		$628K Hold
17,969
– – 0.04% 292
2023
Q2 		$643K Buy
+17,969
New +$614K 0.04% 302

Other funds holding BAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SageView Advisory Group's BAPR Position: Q1 2024 in Review

SageView Advisory Group sold out of Innovator US Equity Buffer ETF April (BAPR) in Q1 2024, closing a stake of 17,969 shares — an estimated $701K sold.

SageView Advisory Group first reported a position in BAPR in Q2 2023 and held it in 3 quarters. The position peaked at $701K in Q4 2023. 88 funds tracked by Wall St. Rank hold BAPR as of Q1 2024.

  • SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 17,969 Innovator US Equity Buffer ETF April shares in Q1 2024, an estimated $701K.
  • SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's Innovator US Equity Buffer ETF April position peaked at $701K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.