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SageView Advisory Group’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

SageView Advisory Group’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,711
Closed -$516K – 626
2025
Q1 		$516K Sell
17,711
-7,591
-30% -$219K 0.02% 343
2024
Q4 		$701K Sell
25,302
-15,673
-38% -$445K 0.03% 277
2024
Q3 		$1.2M Buy
+40,975
New +$1.17M 0.06% 171
2024
Q2 		– Sell
-24,012
Closed -$746K – 620
2024
Q1 		$746K Sell
24,012
-53,462
-69% -$1.46M 0.04% 245
2023
Q4 		$2.1M Hold
77,474
– – 0.09% 135
2023
Q3 		$1.97M Buy
77,474
+46,196
+148% +$1.2M 0.11% 115
2023
Q2 		$822K Buy
31,278
+16,619
+113% +$430K 0.05% 261
2023
Q1 		$372K Hold
14,659
– – 0.02% 353
2022
Q4 		$349K Buy
+14,659
New +$336K 0.03% 301

Other funds holding IJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

SageView Advisory Group's IJUL Position: Q2 2025 in Review

SageView Advisory Group sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q2 2025, closing a stake of 17,711 shares — an estimated $516K sold.

SageView Advisory Group first reported a position in IJUL in Q4 2022 and held it in 9 quarters. The position peaked at $2.1M in Q4 2023. 91 funds tracked by Wall St. Rank hold IJUL as of Q2 2025.

  • SageView Advisory Group reported no remaining Innovator International Developed Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • SageView Advisory Group sold 17,711 Innovator International Developed Power Buffer ETF July shares in Q2 2025, an estimated $516K.
  • SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF July in Q4 2022 and held it in 9 quarters.
  • SageView Advisory Group's Innovator International Developed Power Buffer ETF July position peaked at $2.1M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q2 2025.

Based on SageView Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.