SageView Advisory Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Sell	223,846 -9,925	-4%	-$449K	0.34%	38
2026 Q1	$10.1M	Buy	233,771 +13,626	+6%	+$596K	0.37%	33
2025 Q4	$9.62M	Buy	220,145 +43,891	+25%	+$1.9M	0.33%	39
2025 Q3	$7.57M	Buy	+176,254	New	+$7.39M	0.26%	48
2025 Q2	–	Sell	-67,935	Closed	-$2.61M	–	634
2025 Q1	$2.61M	Buy	67,935 +27,532	+68%	+$1.08M	0.11%	102
2024 Q4	$1.58M	Buy	+40,403	New	+$1.57M	0.07%	154
2024 Q3	–	Sell	-8,086	Closed	-$303K	–	557
2024 Q2	$303K	Buy	+8,086	New	+$297K	0.01%	428
2024 Q1	–	Sell	-9,070	Closed	-$321K	–	734
2023 Q4	$321K	Hold	9,070	–	–	0.01%	486
2023 Q3	$294K	Buy	9,070 +984	+12%	+$32.4K	0.02%	430
2023 Q2	$264K	Sell	8,086 -10,516	-57%	-$329K	0.01%	469
2023 Q1	$571K	Hold	18,602	–	–	0.04%	288
2022 Q4	$544K	Buy	+18,602	New	+$541K	0.04%	230

Other funds holding PSEP

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

KAS

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

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

SageView Advisory Group's PSEP Position: Q2 2026 in Review

SageView Advisory Group reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 4.2% in Q2 2026, selling an estimated $449K and leaving 223,846 shares worth $10.3M. The position accounts for 0.34% of the portfolio, ranked #38.

SageView Advisory Group first reported a position in PSEP in Q4 2022 and has held it in 12 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

SageView Advisory Group held 223,846 shares of Innovator US Equity Power Buffer ETF September worth $10.3M as of Q2 2026.
SageView Advisory Group sold 9,925 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $449K.
Innovator US Equity Power Buffer ETF September made up 0.34% of SageView Advisory Group's portfolio in Q2 2026, its #38 holding.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and has held it in 12 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.