SAG
SageView Advisory Group’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$259K | 0.01% | 470 |
|
|
2024
Q1 | – | Sell |
-4,756
| Closed | -$267K | – | 708 |
|
|
2023
Q4 | $267K | Hold |
4,756
| – | – | 0.01% | 545 |
|
|
2023
Q3 | $242K | Buy |
+4,756
| New | +$242K | 0.01% | 472 |
|