SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$225K	Hold	6,858	–	–	0.01%	559
2025 Q3	$220K	Sell	6,858 -21,895	-76%	-$695K	0.01%	604
2025 Q2	$910K	Buy	28,753 +5,258	+22%	+$159K	0.03%	257
2025 Q1	$702K	Hold	23,495	–	–	0.03%	279
2024 Q4	$725K	Buy	+23,495	New	+$722K	0.03%	271
2024 Q3	–	Sell	-52,128	Closed	-$1.51M	–	571
2024 Q2	$1.51M	Buy	+52,128	New	+$1.47M	0.07%	163
2024 Q1	–	Sell	-133,307	Closed	-$4.8K	–	802
2023 Q4	$4.8K	Buy	133,307 +122,454	+1,128%	+$3.24M	﹤0.01%	649
2023 Q3	$280K	Sell	10,853 -8,842	-45%	-$231K	0.02%	437
2023 Q2	$513K	Sell	19,695 -8,993	-31%	-$228K	0.03%	350
2023 Q1	$715K	Sell	28,688 -11,527	-29%	-$287K	0.05%	257
2022 Q4	$998K	Buy	+40,215	New	+$996K	0.08%	151

Other funds holding UAPR

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

BCM

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

SageView Advisory Group held its Innovator US Equity Ultra Buffer ETF April (UAPR) position steady in Q4 2025 at 6,858 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #559.

SageView Advisory Group first reported a position in UAPR in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.51M in Q2 2024. 83 funds tracked by Wall St. Rank hold UAPR as of Q4 2025.

SageView Advisory Group held 6,858 shares of Innovator US Equity Ultra Buffer ETF April worth $225K as of Q4 2025.
SageView Advisory Group left its Innovator US Equity Ultra Buffer ETF April share count unchanged in Q4 2025.
Innovator US Equity Ultra Buffer ETF April made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #559 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF April position peaked at $1.51M in Q2 2024.
83 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2025.

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