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
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

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 54% in Q4 2025, selling an estimated $211K and leaving 3,743 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #630.

SageView Advisory Group first reported a position in BOCT in Q4 2022 and has held it in 10 quarters since. The position peaked at $469K in Q1 2023. 119 funds tracked by Wall St. Rank hold BOCT as of Q4 2025.

SageView Advisory Group held 3,743 shares of Innovator US Equity Buffer ETF October worth $185K as of Q4 2025.
SageView Advisory Group sold 4,321 Innovator US Equity Buffer ETF October shares in Q4 2025, an estimated $211K.
Innovator US Equity Buffer ETF October made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #630 holding.
SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 10 quarters since.
SageView Advisory Group's Innovator US Equity Buffer ETF October position peaked at $469K in Q1 2023.
119 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2025.

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