SageView Advisory Group’s Innovator US Equity Buffer ETF July BJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$50.8K	Sell	1,000 -13,147	-93%	-$658K	﹤0.01%	1069
2025 Q3	$703K	Hold	14,147	–	–	0.02%	318
2025 Q2	$680K	Buy	+14,147	New	+$622K	0.03%	310
2024 Q1	–	Sell	-19,358	Closed	-$745K	–	538
2023 Q4	$745K	Hold	19,358	–	–	0.03%	315
2023 Q3	$667K	Sell	19,358 -280	-1%	-$9.91K	0.04%	280
2023 Q2	$693K	Buy	+19,638	New	+$655K	0.04%	287

Other funds holding BJUL

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Buffer ETF July (BJUL) stake by 93% in Q4 2025, selling an estimated $658K and leaving 1,000 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

SageView Advisory Group first reported a position in BJUL in Q2 2023 and has held it in 6 quarters since. The position peaked at $745K in Q4 2023. 126 funds tracked by Wall St. Rank hold BJUL as of Q4 2025.

SageView Advisory Group held 1,000 shares of Innovator US Equity Buffer ETF July worth $50.8K as of Q4 2025.
SageView Advisory Group sold 13,147 Innovator US Equity Buffer ETF July shares in Q4 2025, an estimated $658K.
Innovator US Equity Buffer ETF July made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1069 holding.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF July in Q2 2023 and has held it in 6 quarters since.
SageView Advisory Group's Innovator US Equity Buffer ETF July position peaked at $745K in Q4 2023.
126 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q4 2025.

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