SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$896K	Sell	23,556 -13,852	-37%	-$523K	0.03%	266
2025 Q3	$1.4M	Sell	37,408 -4,514	-11%	-$166K	0.05%	224
2025 Q2	$1.54M	Sell	41,922 -1,024	-2%	-$35.3K	0.06%	181
2025 Q1	$1.46M	Sell	42,946 -300	-0.7%	-$10.4K	0.06%	165
2024 Q4	$1.5M	Buy	43,246 +29,782	+221%	+$1.03M	0.06%	163
2024 Q3	$456K	Hold	13,464	–	–	0.02%	317
2024 Q2	$449K	Buy	+13,464	New	+$443K	0.02%	356
2024 Q1	–	Sell	-434,424	Closed	-$13.5K	–	810
2023 Q4	$13.5K	Buy	+434,424	New	+$13.3M	﹤0.01%	644
2023 Q3	–	Sell	-9,783	Closed	-$301K	–	556
2023 Q2	$301K	Hold	9,783	–	–	0.02%	443
2023 Q1	$283K	Hold	9,783	–	–	0.02%	394
2022 Q4	$271K	Buy	+9,783	New	+$272K	0.02%	345

Other funds holding UNOV

BCM

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

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

PCA

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

4WM

4J Wealth Management Alexandria, Virginia $176M AUM 16.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $2.6B AUM 83.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Ultra Buffer ETF November (UNOV) stake by 37% in Q4 2025, selling an estimated $523K and leaving 23,556 shares worth $896K. The position accounts for 0.03% of the portfolio, ranked #266.

SageView Advisory Group first reported a position in UNOV in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.54M in Q2 2025. 68 funds tracked by Wall St. Rank hold UNOV as of Q4 2025.

SageView Advisory Group held 23,556 shares of Innovator US Equity Ultra Buffer ETF November worth $896K as of Q4 2025.
SageView Advisory Group sold 13,852 Innovator US Equity Ultra Buffer ETF November shares in Q4 2025, an estimated $523K.
Innovator US Equity Ultra Buffer ETF November made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #266 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF November position peaked at $1.54M in Q2 2025.
68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q4 2025.

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