SageView Advisory Group’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.8M	Buy	120,126 +21,585	+22%	+$675K	0.13%	97
2025 Q3	$3.06M	Buy	98,541 +26,854	+37%	+$785K	0.11%	120
2025 Q2	$2.05M	Buy	71,687 +32,817	+84%	+$887K	0.08%	133
2025 Q1	$1.04M	Buy	38,870 +16,082	+71%	+$426K	0.04%	224
2024 Q4	$591K	Buy	+22,788	New	+$602K	0.03%	312
2024 Q3	–	Sell	-9,545	Closed	-$238K	–	525
2024 Q2	$238K	Buy	+9,545	New	+$234K	0.01%	497
2024 Q1	–	Sell	-9,545	Closed	-$220K	–	581
2023 Q4	$220K	Buy	+9,545	New	+$217K	0.01%	592

Other funds holding EOCT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

SageView Advisory Group increased its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 22% in Q4 2025, buying an estimated $675K and bringing the position to 120,126 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #97.

SageView Advisory Group first reported a position in EOCT in Q4 2023 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold EOCT as of Q4 2025.

SageView Advisory Group held 120,126 shares of Innovator Emerging Markets Power Buffer ETF October worth $3.8M as of Q4 2025.
SageView Advisory Group bought 21,585 Innovator Emerging Markets Power Buffer ETF October shares in Q4 2025, an estimated $675K.
Innovator Emerging Markets Power Buffer ETF October made up 0.13% of SageView Advisory Group's portfolio in Q4 2025, its #97 holding.
SageView Advisory Group first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2023 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q4 2025.

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