SageView Advisory Group’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

SageView Advisory Group’s Portfolio ISEP Stock Details ISEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.02M	Sell	231,896 -10,234	-4%	-$348K	0.26%	47
2026 Q1	$7.94M	Buy	242,130 +12,526	+5%	+$416K	0.29%	39
2025 Q4	$7.48M	Buy	229,604 +45,516	+25%	+$1.46M	0.25%	50
2025 Q3	$5.87M	Buy	184,088 +51,869	+39%	+$1.62M	0.2%	64
2025 Q2	$4.07M	Buy	132,219 +59,722	+82%	+$1.77M	0.15%	79
2025 Q1	$2.08M	Buy	72,497 +29,782	+70%	+$850K	0.09%	123
2024 Q4	$1.18M	Buy	+42,715	New	+$1.2M	0.05%	202

Other funds holding ISEP

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator International Developed Power Buffer ETF September (ISEP) stake by 4.2% in Q2 2026, selling an estimated $348K and leaving 231,896 shares worth $8.02M. The position accounts for 0.26% of the portfolio, ranked #47.

SageView Advisory Group first reported a position in ISEP in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold ISEP as of Q2 2026.

SageView Advisory Group held 231,896 shares of Innovator International Developed Power Buffer ETF September worth $8.02M as of Q2 2026.
SageView Advisory Group sold 10,234 Innovator International Developed Power Buffer ETF September shares in Q2 2026, an estimated $348K.
Innovator International Developed Power Buffer ETF September made up 0.26% of SageView Advisory Group's portfolio in Q2 2026, its #47 holding.
SageView Advisory Group first reported a position in Innovator International Developed Power Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q2 2026.

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