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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
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 $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SageView Advisory Group increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 24% in Q4 2025, buying an estimated $1.45M and bringing the position to 214,847 shares worth $7.49M. The position accounts for 0.25% of the portfolio, ranked #49.

SageView Advisory Group first reported a position in IOCT in Q4 2022 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IOCT as of Q4 2025.

  • SageView Advisory Group held 214,847 shares of Innovator International Developed Power Buffer ETF October worth $7.49M as of Q4 2025.
  • SageView Advisory Group bought 42,062 Innovator International Developed Power Buffer ETF October shares in Q4 2025, an estimated $1.45M.
  • Innovator International Developed Power Buffer ETF October made up 0.25% of SageView Advisory Group's portfolio in Q4 2025, its #49 holding.
  • SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2022 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q4 2025.

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