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
2026 Q1	–	Sell	-300	Closed	-$12.6K	–	1918
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 $302B AUM 26.44% 1-Year Est. Return

PCM

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $369B AUM 28.27% 1-Year Est. Return

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

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

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

SageView Advisory Group sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2026, closing a stake of 300 shares — an estimated $12.6K sold.

SageView Advisory Group first reported a position in PJUN in Q2 2023 and held it in 6 quarters. The position peaked at $991K in Q3 2024. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 300 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $12.6K.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 6 quarters.
SageView Advisory Group's Innovator US Equity Power Buffer ETF June position peaked at $991K in Q3 2024.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

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