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
2026 Q1	–	Sell	-1,000	Closed	-$50.8K	–	802
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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

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 $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

SageView Advisory Group's BJUL Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Buffer ETF July (BJUL) in Q1 2026, closing a stake of 1,000 shares — an estimated $50.8K sold.

SageView Advisory Group first reported a position in BJUL in Q2 2023 and held it in 6 quarters. The position peaked at $745K in Q4 2023. 123 funds tracked by Wall St. Rank hold BJUL as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,000 Innovator US Equity Buffer ETF July shares in Q1 2026, an estimated $50.8K.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF July in Q2 2023 and held it in 6 quarters.
SageView Advisory Group's Innovator US Equity Buffer ETF July position peaked at $745K in Q4 2023.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF July as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.