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
2026 Q2	$7.91M	Sell	259,720 -11,051	-4%	-$332K	0.26%	49
2026 Q1	$7.86M	Buy	+270,771	New	+$8.07M	0.29%	41
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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageView Advisory Group's IMAR Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovator International Developed Power Buffer ETF March (IMAR) stake by 4.1% in Q2 2026, selling an estimated $332K and leaving 259,720 shares worth $7.91M. The position accounts for 0.26% of the portfolio, ranked #49.

SageView Advisory Group first reported a position in IMAR in Q1 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

SageView Advisory Group held 259,720 shares of Innovator International Developed Power Buffer ETF March worth $7.91M as of Q2 2026.
SageView Advisory Group sold 11,051 Innovator International Developed Power Buffer ETF March shares in Q2 2026, an estimated $332K.
Innovator International Developed Power Buffer ETF March made up 0.26% of SageView Advisory Group's portfolio in Q2 2026, its #49 holding.
SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.