SageView Advisory Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$316K	Hold	4,355	–	–	0.01%	473
2025 Q3	$310K	Hold	4,355	–	–	0.01%	505
2025 Q2	$301K	Hold	4,355	–	–	0.01%	488
2025 Q1	$261K	Hold	4,355	–	–	0.01%	506
2024 Q4	$273K	Hold	4,355	–	–	0.01%	484
2024 Q3	$265K	Hold	4,355	–	–	0.01%	430
2024 Q2	$259K	Buy	+4,355	New	+$254K	0.01%	470
2024 Q1	–	Sell	-4,756	Closed	-$267K	–	689
2023 Q4	$267K	Hold	4,756	–	–	0.01%	545
2023 Q3	$242K	Buy	+4,756	New	+$245K	0.01%	472

Other funds holding NJUL

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SageView Advisory Group held its Innovator Growth-100 Power Buffer ETF July (NJUL) position steady in Q4 2025 at 4,355 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #473.

SageView Advisory Group first reported a position in NJUL in Q3 2023 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold NJUL as of Q4 2025.

SageView Advisory Group held 4,355 shares of Innovator Growth-100 Power Buffer ETF July worth $316K as of Q4 2025.
SageView Advisory Group left its Innovator Growth-100 Power Buffer ETF July share count unchanged in Q4 2025.
Innovator Growth-100 Power Buffer ETF July made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #473 holding.
SageView Advisory Group first reported a position in Innovator Growth-100 Power Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF July as of Q4 2025.

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