SageView Advisory Group’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12.6K	Buy	+300	New	+$12.4K	﹤0.01%	1629
2024 Q4	–	Sell	-26,884	Closed	-$991K	–	604
2024 Q3	$991K	Buy	26,884 +5,440	+25%	+$196K	0.05%	198
2024 Q2	$764K	Buy	+21,444	New	+$748K	0.04%	263
2024 Q1	–	Sell	-24,133	Closed	-$817K	–	725
2023 Q4	$817K	Hold	24,133	–	–	0.04%	291
2023 Q3	$756K	Hold	24,133	–	–	0.04%	253
2023 Q2	$764K	Buy	+24,133	New	+$745K	0.04%	270

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

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

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

SageView Advisory Group opened a new position in Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2025: 300 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PJUN as recently as Q3 2024.

SageView Advisory Group first reported a position in PJUN in Q2 2023 and has held it in 6 quarters since. The position peaked at $991K in Q3 2024. 168 funds tracked by Wall St. Rank hold PJUN as of Q4 2025.

SageView Advisory Group held 300 shares of Innovator US Equity Power Buffer ETF June worth $12.6K as of Q4 2025.
Innovator US Equity Power Buffer ETF June was a new SageView Advisory Group position in Q4 2025.
Innovator US Equity Power Buffer ETF June made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1629 holding.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and has held it in 6 quarters since.
SageView Advisory Group's Innovator US Equity Power Buffer ETF June position peaked at $991K in Q3 2024.
168 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2025.

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