SageView Advisory Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,420	Closed	-$98.5K	–	1898
2025 Q4	$98.5K	Buy	+2,420	New	+$97K	﹤0.01%	838
2023 Q3	–	Sell	-8,095	Closed	-$249K	–	543
2023 Q2	$249K	Hold	8,095	–	–	0.01%	482
2023 Q1	$237K	Hold	8,095	–	–	0.02%	428
2022 Q4	$230K	Buy	+8,095	New	+$226K	0.02%	378

Other funds holding PFEB

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SageView Advisory Group's PFEB Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Power Buffer ETF February (PFEB) in Q1 2026, closing a stake of 2,420 shares — an estimated $98.5K sold.

SageView Advisory Group first reported a position in PFEB in Q4 2022 and held it in 4 quarters. The position peaked at $249K in Q2 2023. 235 funds tracked by Wall St. Rank hold PFEB as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Power Buffer ETF February position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,420 Innovator US Equity Power Buffer ETF February shares in Q1 2026, an estimated $98.5K.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF February in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's Innovator US Equity Power Buffer ETF February position peaked at $249K in Q2 2023.
235 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF February as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.