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SageView Advisory Group’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

SageView Advisory Group’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,060
Closed -$231K – 2613
2025
Q3 		$231K Hold
5,060
– – 0.01% 589
2025
Q2 		$225K Buy
+5,060
New +$209K 0.01% 572
2024
Q3 		– Sell
-8,000
Closed -$313K – 515
2024
Q2 		$313K Buy
+8,000
New +$304K 0.01% 419

Other funds holding BJUN

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

SageView Advisory Group sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2025, closing a stake of 5,060 shares — an estimated $231K sold.

SageView Advisory Group first reported a position in BJUN in Q2 2024 and held it in 3 quarters. The position peaked at $313K in Q2 2024. 86 funds tracked by Wall St. Rank hold BJUN as of Q4 2025.

  • SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • SageView Advisory Group sold 5,060 Innovator US Equity Buffer ETF June shares in Q4 2025, an estimated $231K.
  • SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • SageView Advisory Group's Innovator US Equity Buffer ETF June position peaked at $313K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2025.

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