SageView Advisory Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,012	Closed	-$280K	–	629
2025 Q1	$280K	Sell	10,012 -4,590	-31%	-$134K	0.01%	491
2024 Q4	$430K	Sell	14,602 -10,203	-41%	-$302K	0.02%	372
2024 Q3	$723K	Sell	24,805 -1,128	-4%	-$32.1K	0.04%	240
2024 Q2	$717K	Buy	+25,933	New	+$713K	0.03%	275
2024 Q1	–	Sell	-39,883	Closed	-$1.07M	–	643
2023 Q4	$1.07M	Hold	39,883	–	–	0.05%	240
2023 Q3	$998K	Buy	39,883 +21,990	+123%	+$566K	0.06%	210
2023 Q2	$460K	Buy	+17,893	New	+$441K	0.03%	368

Other funds holding KJUL

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

SageView Advisory Group's KJUL Position: Q2 2025 in Review

SageView Advisory Group sold out of Innovator US Small Cap Power Buffer ETF July (KJUL) in Q2 2025, closing a stake of 10,012 shares — an estimated $280K sold.

SageView Advisory Group first reported a position in KJUL in Q2 2023 and held it in 7 quarters. The position peaked at $1.07M in Q4 2023. 80 funds tracked by Wall St. Rank hold KJUL as of Q2 2025.

SageView Advisory Group reported no remaining Innovator US Small Cap Power Buffer ETF July position as of Q2 2025 after selling out during the quarter.
SageView Advisory Group sold 10,012 Innovator US Small Cap Power Buffer ETF July shares in Q2 2025, an estimated $280K.
SageView Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF July in Q2 2023 and held it in 7 quarters.
SageView Advisory Group's Innovator US Small Cap Power Buffer ETF July position peaked at $1.07M in Q4 2023.
80 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q2 2025.

Based on SageView Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.