SAG
KJUN

SageView Advisory Group’s Innovator U.S. Small Cap Power Buffer ETF - June KJUN Stock Holding History

SageView Advisory Group’s Portfolio KJUN Stock Details KJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-91,935
Closed -$2.51M – 2618
2025
Q3 		$2.51M Buy
91,935
+44,427
+94% +$1.18M 0.09% 137
2025
Q2 		$1.25M Buy
+47,508
New +$1.2M 0.05% 213

Other funds holding KJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SageView Advisory Group sold out of Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) in Q4 2025, closing a stake of 91,935 shares — an estimated $2.51M sold.

SageView Advisory Group first reported a position in KJUN in Q2 2025 and held it in 2 quarters. The position peaked at $2.51M in Q3 2025. 27 funds tracked by Wall St. Rank hold KJUN as of Q4 2025.

  • SageView Advisory Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - June position as of Q4 2025 after selling out during the quarter.
  • SageView Advisory Group sold 91,935 Innovator U.S. Small Cap Power Buffer ETF - June shares in Q4 2025, an estimated $2.51M.
  • SageView Advisory Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - June in Q2 2025 and held it in 2 quarters.
  • SageView Advisory Group's Innovator U.S. Small Cap Power Buffer ETF - June position peaked at $2.51M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q4 2025.

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