SAG
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SageView Advisory Group’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

SageView Advisory Group’s Portfolio IMAR Stock Details IMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,549
Closed -$567K – 2617
2025
Q3 		$567K Hold
19,549
– – 0.02% 361
2025
Q2 		$551K Hold
19,549
– – 0.02% 354
2025
Q1 		$517K Buy
+19,549
New +$510K 0.02% 342

Other funds holding IMAR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $490M AUM 13.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return