SAG
SageView Advisory Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Buy |
133,170
+61,130
| +85% | +$2.49M | 0.21% | 52 |
|
|
2025
Q1 | $2.71M | Buy |
72,040
+28,780
| +67% | +$1.08M | 0.12% | 100 |
|
|
2024
Q4 | $1.66M | Buy |
+43,260
| New | +$1.66M | 0.07% | 143 |
|
|
2024
Q2 | – | Sell |
-16,831
| Closed | -$631K | – | 698 |
|
|
2024
Q1 | $631K | Buy |
+16,831
| New | +$631K | 0.03% | 276 |
|