SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Sell	10,638 -10,725	-50%	-$408K	0.01%	402
2026 Q1	$775K	Hold	21,363	–	–	0.03%	267
2025 Q4	$786K	Hold	21,363	–	–	0.03%	285
2025 Q3	$765K	Sell	21,363 -21,898	-51%	-$767K	0.03%	304
2025 Q2	$1.51M	Hold	43,261	–	–	0.06%	186
2025 Q1	$1.4M	Hold	43,261	–	–	0.06%	181
2024 Q4	$1.44M	Buy	43,261 +17,185	+66%	+$566K	0.06%	169
2024 Q3	$849K	Sell	26,076 -32,659	-56%	-$1.04M	0.04%	221
2024 Q2	$1.86M	Buy	58,735 +41,800	+247%	+$1.29M	0.09%	131
2024 Q1	$553K	Sell	16,935 -1,361,241	-99%	-$41M	0.03%	304
2023 Q4	$46.4K	Buy	+1,378,176	New	+$39M	﹤0.01%	635
2023 Q3	–	Sell	-25,700	Closed	-$715K	–	553
2023 Q2	$715K	Hold	25,700	–	–	0.04%	281
2023 Q1	$682K	Sell	25,700 -9,360	-27%	-$246K	0.04%	265
2022 Q4	$923K	Buy	+35,060	New	+$921K	0.08%	165

Other funds holding UFEB

BCM

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

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PCA

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Ultra Buffer ETF February (UFEB) stake by 50% in Q2 2026, selling an estimated $408K and leaving 10,638 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #402.

SageView Advisory Group first reported a position in UFEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2024. 104 funds tracked by Wall St. Rank hold UFEB as of Q2 2026.

SageView Advisory Group held 10,638 shares of Innovator US Equity Ultra Buffer ETF February worth $411K as of Q2 2026.
SageView Advisory Group sold 10,725 Innovator US Equity Ultra Buffer ETF February shares in Q2 2026, an estimated $408K.
Innovator US Equity Ultra Buffer ETF February made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #402 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF February in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF February position peaked at $1.86M in Q2 2024.
104 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF February as of Q2 2026.

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