SageView Advisory Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$656K	Buy	14,927 +3,685	+33%	+$160K	0.02%	313
2025 Q3	$485K	Sell	11,242 -125,576	-92%	-$5.31M	0.02%	388
2025 Q2	$5.75M	Buy	136,818 +58,782	+75%	+$2.32M	0.22%	51
2025 Q1	$3.03M	Buy	78,036 +24,256	+45%	+$963K	0.13%	90
2024 Q4	$2.13M	Buy	53,780 +38,850	+260%	+$1.53M	0.09%	117
2024 Q3	$582K	Sell	14,930 -299	-2%	-$11.5K	0.03%	274
2024 Q2	$583K	Sell	15,229 -4,408	-22%	-$166K	0.03%	311
2024 Q1	$746K	Buy	19,637 +2,806	+17%	+$103K	0.04%	244
2023 Q4	$618K	Hold	16,831	–	–	0.03%	347
2023 Q3	$572K	Sell	16,831 -17,000	-50%	-$574K	0.03%	312
2023 Q2	$1.13M	Sell	33,831 -20,041	-37%	-$648K	0.06%	202
2023 Q1	$1.7M	Sell	53,872 -13,773	-20%	-$427K	0.11%	126
2022 Q4	$2.03M	Buy	+67,645	New	+$2.01M	0.17%	97

Other funds holding POCT

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

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

BCM

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

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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 POCT Position: Q4 2025 in Review

SageView Advisory Group increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 33% in Q4 2025, buying an estimated $160K and bringing the position to 14,927 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #313.

SageView Advisory Group first reported a position in POCT in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.75M in Q2 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

SageView Advisory Group held 14,927 shares of Innovator US Equity Power Buffer ETF October worth $656K as of Q4 2025.
SageView Advisory Group bought 3,685 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $160K.
Innovator US Equity Power Buffer ETF October made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #313 holding.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Innovator US Equity Power Buffer ETF October position peaked at $5.75M in Q2 2025.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

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