SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF August UAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
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2025
Q1 | $402K | Sell |
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|
2024
Q4 | $586K | Hold |
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2024
Q3 | $578K | Sell |
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|
2024
Q2 | $983K | Buy |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $58.5K | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $283K | Buy |
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