SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$379K	Hold	8,761	–	–	0.01%	417
2025 Q3	$369K	Sell	8,761 -3,832	-30%	-$158K	0.01%	455
2025 Q2	$518K	Buy	+12,593	New	+$488K	0.02%	361
2024 Q3	–	Sell	-28,529	Closed	-$1.06M	–	572
2024 Q2	$1.06M	Buy	+28,529	New	+$1.04M	0.05%	212
2024 Q1	–	Sell	-1,000,227	Closed	-$28.5K	–	805
2023 Q4	$28.5K	Buy	+1,000,227	New	+$33.4M	﹤0.01%	638
2023 Q3	–	Sell	-26,509	Closed	-$868K	–	554
2023 Q2	$868K	Sell	26,509 -1,031	-4%	-$32.7K	0.05%	249
2023 Q1	$856K	Hold	27,540	–	–	0.05%	229
2022 Q4	$818K	Buy	+27,540	New	+$814K	0.07%	176

Other funds holding UJAN

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

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

BCM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

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

SageView Advisory Group held its Innovator US Equity Ultra Buffer ETF January (UJAN) position steady in Q4 2025 at 8,761 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #417.

SageView Advisory Group first reported a position in UJAN in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2024. 103 funds tracked by Wall St. Rank hold UJAN as of Q4 2025.

SageView Advisory Group held 8,761 shares of Innovator US Equity Ultra Buffer ETF January worth $379K as of Q4 2025.
SageView Advisory Group left its Innovator US Equity Ultra Buffer ETF January share count unchanged in Q4 2025.
Innovator US Equity Ultra Buffer ETF January made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #417 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF January in Q4 2022 and has held it in 8 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF January position peaked at $1.06M in Q2 2024.
103 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF January as of Q4 2025.

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