SageView Advisory Group’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$362K	Sell	10,007 -30	-0.3%	-$1.07K	0.01%	428
2025 Q3	$353K	Hold	10,037	–	–	0.01%	466
2025 Q2	$344K	Hold	10,037	–	–	0.01%	458
2025 Q1	$321K	Buy	10,037 +176	+2%	+$5.56K	0.01%	453
2024 Q4	$298K	Sell	9,861 -202	-2%	-$6.38K	0.01%	467
2024 Q3	$332K	Sell	10,063 -11,974	-54%	-$384K	0.02%	366
2024 Q2	$692K	Sell	22,037 -103,305	-82%	-$3.23M	0.03%	283
2024 Q1	$3.4M	Buy	125,342 +103,141	+465%	+$3.15M	0.17%	74
2023 Q4	$672K	Buy	22,201 +4,932	+29%	+$140K	0.03%	330
2023 Q3	$481K	Sell	17,269 -4,923	-22%	-$142K	0.03%	335
2023 Q2	$646K	Sell	22,192 -1,165	-5%	-$33.6K	0.04%	301
2023 Q1	$665K	Buy	23,357 +500	+2%	+$13.9K	0.04%	272
2022 Q4	$611K	Buy	+22,857	New	+$577K	0.05%	216

Other funds holding IJAN

LIWM

Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

HWM

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

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

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

SageView Advisory Group reduced its Innovator International Developed Power Buffer ETF January (IJAN) stake by 0.3% in Q4 2025, selling an estimated $1.07K and leaving 10,007 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #428.

SageView Advisory Group first reported a position in IJAN in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.4M in Q1 2024. 92 funds tracked by Wall St. Rank hold IJAN as of Q4 2025.

SageView Advisory Group held 10,007 shares of Innovator International Developed Power Buffer ETF January worth $362K as of Q4 2025.
SageView Advisory Group sold 30 Innovator International Developed Power Buffer ETF January shares in Q4 2025, an estimated $1.07K.
Innovator International Developed Power Buffer ETF January made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #428 holding.
SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF January in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Innovator International Developed Power Buffer ETF January position peaked at $3.4M in Q1 2024.
92 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF January as of Q4 2025.

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