SageView Advisory Group’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,743	Closed	-$185K	–	829
2025 Q4	$185K	Sell	3,743 -4,321	-54%	-$211K	0.01%	630
2025 Q3	$390K	Hold	8,064	–	–	0.01%	436
2025 Q2	$375K	Hold	8,064	–	–	0.01%	437
2025 Q1	$339K	Hold	8,064	–	–	0.01%	437
2024 Q4	$349K	Buy	8,064 +875	+12%	+$37.8K	0.02%	408
2024 Q3	$305K	Buy	+7,189	New	+$301K	0.02%	390
2023 Q4	–	Sell	-6,202	Closed	-$220K	–	669
2023 Q3	$220K	Hold	6,202	–	–	0.01%	495
2023 Q2	$226K	Sell	6,202 -7,678	-55%	-$266K	0.01%	509
2023 Q1	$469K	Hold	13,880	–	–	0.03%	319
2022 Q4	$441K	Buy	+13,880	New	+$437K	0.04%	256

Other funds holding BOCT

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

SageView Advisory Group sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2026, closing a stake of 3,743 shares — an estimated $185K sold.

SageView Advisory Group first reported a position in BOCT in Q4 2022 and held it in 10 quarters. The position peaked at $469K in Q1 2023. 116 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,743 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $185K.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 10 quarters.
SageView Advisory Group's Innovator US Equity Buffer ETF October position peaked at $469K in Q1 2023.
116 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

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