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SageView Advisory Group’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

SageView Advisory Group’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.02M Sell
216,854
-9,544
-4% -$347K 0.26% 48
2026
Q1 		$7.94M Buy
226,398
+11,551
+5% +$411K 0.29% 40
2025
Q4 		$7.49M Buy
214,847
+42,062
+24% +$1.45M 0.25% 49
2025
Q3 		$5.9M Buy
172,785
+48,529
+39% +$1.62M 0.2% 63
2025
Q2 		$4.07M Buy
124,256
+56,155
+82% +$1.77M 0.15% 78
2025
Q1 		$2.09M Buy
68,101
+26,437
+63% +$802K 0.09% 122
2024
Q4 		$1.22M Buy
+41,664
New +$1.24M 0.05% 196
2024
Q3 		– Sell
-29,844
Closed -$874K – 535
2024
Q2 		$874K Buy
29,844
+25,489
+585% +$741K 0.04% 246
2024
Q1 		$251K Sell
4,355
-25,489
-85% -$718K 0.01% 462
2023
Q4 		$835K Buy
29,844
+20,118
+207% +$536K 0.04% 285
2023
Q3 		$255K Sell
9,726
-10,724
-52% -$282K 0.01% 456
2023
Q2 		$533K Sell
20,450
-17,797
-47% -$457K 0.03% 339
2023
Q1 		$965K Sell
38,247
-332
-0.9% -$8.23K 0.06% 210
2022
Q4 		$917K Buy
+38,579
New +$887K 0.07% 166

Other funds holding IOCT

Commonwealth Equity Services
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 $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator International Developed Power Buffer ETF October (IOCT) stake by 4.2% in Q2 2026, selling an estimated $347K and leaving 216,854 shares worth $8.02M. The position accounts for 0.26% of the portfolio, ranked #48.

SageView Advisory Group first reported a position in IOCT in Q4 2022 and has held it in 14 quarters since. 97 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • SageView Advisory Group held 216,854 shares of Innovator International Developed Power Buffer ETF October worth $8.02M as of Q2 2026.
  • SageView Advisory Group sold 9,544 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $347K.
  • Innovator International Developed Power Buffer ETF October made up 0.26% of SageView Advisory Group's portfolio in Q2 2026, its #48 holding.
  • SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

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