SageView Advisory Group’s Innovator US Equity Buffer ETF January BJAN Stock Holding History

SageView Advisory Group’s Portfolio BJAN Stock Details BJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$204K	Sell	3,700 -775	-17%	-$41.7K	0.01%	593
2025 Q3	$237K	Hold	4,475	–	–	0.01%	580
2025 Q2	$230K	Hold	4,475	–	–	0.01%	564
2025 Q1	$209K	Hold	4,475	–	–	0.01%	570
2024 Q4	$215K	Buy	+4,475	New	+$212K	0.01%	554

Other funds holding BJAN

COFG Advisors Oak Brook, Illinois $404M AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SageView Advisory Group's BJAN Position: Q4 2025 in Review

SageView Advisory Group reduced its Innovator US Equity Buffer ETF January (BJAN) stake by 17% in Q4 2025, selling an estimated $41.7K and leaving 3,700 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #593.

SageView Advisory Group first reported a position in BJAN in Q4 2024 and has held it in 5 quarters since. The position peaked at $237K in Q3 2025. 112 funds tracked by Wall St. Rank hold BJAN as of Q4 2025.

SageView Advisory Group held 3,700 shares of Innovator US Equity Buffer ETF January worth $204K as of Q4 2025.
SageView Advisory Group sold 775 Innovator US Equity Buffer ETF January shares in Q4 2025, an estimated $41.7K.
Innovator US Equity Buffer ETF January made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #593 holding.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF January in Q4 2024 and has held it in 5 quarters since.
SageView Advisory Group's Innovator US Equity Buffer ETF January position peaked at $237K in Q3 2025.
112 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF January as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.