SageView Advisory Group’s Innovator Emerging Markets Power Buffer ETF July EJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,387	Closed	-$232K	–	609
2024 Q4	$232K	Sell	9,387 -6,057	-39%	-$152K	0.01%	530
2024 Q3	$394K	Sell	15,444 -578	-4%	-$14.3K	0.02%	335
2024 Q2	$393K	Buy	+16,022	New	+$388K	0.02%	377
2024 Q1	–	Sell	-25,602	Closed	-$589K	–	578
2023 Q4	$589K	Hold	25,602	–	–	0.03%	360
2023 Q3	$576K	Buy	25,602 +13,617	+114%	+$313K	0.03%	311
2023 Q2	$276K	Buy	+11,985	New	+$278K	0.02%	463

Other funds holding EJUL

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

SageView Advisory Group's EJUL Position: Q1 2025 in Review

SageView Advisory Group sold out of Innovator Emerging Markets Power Buffer ETF July (EJUL) in Q1 2025, closing a stake of 9,387 shares — an estimated $232K sold.

SageView Advisory Group first reported a position in EJUL in Q2 2023 and held it in 6 quarters. The position peaked at $589K in Q4 2023. 63 funds tracked by Wall St. Rank hold EJUL as of Q1 2025.

SageView Advisory Group reported no remaining Innovator Emerging Markets Power Buffer ETF July position as of Q1 2025 after selling out during the quarter.
SageView Advisory Group sold 9,387 Innovator Emerging Markets Power Buffer ETF July shares in Q1 2025, an estimated $232K.
SageView Advisory Group first reported a position in Innovator Emerging Markets Power Buffer ETF July in Q2 2023 and held it in 6 quarters.
SageView Advisory Group's Innovator Emerging Markets Power Buffer ETF July position peaked at $589K in Q4 2023.
63 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF July as of Q1 2025.

Based on SageView Advisory Group's 13F filing for Q1 2025, filed 19 May 2025.