SageView Advisory Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$644K	Sell	13,877 -167,992	-92%	-$7.71M	0.02%	318
2025 Q3	$8.29M	Buy	181,869 +47,069	+35%	+$2.1M	0.29%	44
2025 Q2	$6M	Buy	134,800 +119,463	+779%	+$4.9M	0.23%	48
2025 Q1	$616K	Hold	15,337	–	–	0.03%	300
2024 Q4	$631K	Sell	15,337 -9,961	-39%	-$408K	0.03%	300
2024 Q3	$1.02M	Buy	25,298 +9,961	+65%	+$392K	0.05%	192
2024 Q2	$596K	Buy	+15,337	New	+$587K	0.03%	304
2024 Q1	–	Sell	-1,096,635	Closed	-$29.8K	–	724
2023 Q4	$29.8K	Buy	1,096,635 +1,063,450	+3,205%	+$36.8M	﹤0.01%	637
2023 Q3	$1.12M	Buy	33,185 +13,372	+67%	+$459K	0.06%	193
2023 Q2	$678K	Buy	19,813 +11,158	+129%	+$361K	0.04%	293
2023 Q1	$274K	Hold	8,655	–	–	0.02%	400
2022 Q4	$261K	Buy	+8,655	New	+$259K	0.02%	351

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAG

Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 92% in Q4 2025, selling an estimated $7.71M and leaving 13,877 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #318.

SageView Advisory Group first reported a position in PJUL in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.29M in Q3 2025. 269 funds tracked by Wall St. Rank hold PJUL as of Q4 2025.

SageView Advisory Group held 13,877 shares of Innovator US Equity Power Buffer ETF July worth $644K as of Q4 2025.
SageView Advisory Group sold 167,992 Innovator US Equity Power Buffer ETF July shares in Q4 2025, an estimated $7.71M.
Innovator US Equity Power Buffer ETF July made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #318 holding.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF July in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Innovator US Equity Power Buffer ETF July position peaked at $8.29M in Q3 2025.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q4 2025.

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