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
2026 Q2	$946K	Hold	23,556	–	–	0.03%	253
2026 Q1	$878K	Hold	23,556	–	–	0.03%	247
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

PCA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCM

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RCMF

RK Capital Management (Florida) Weston, Florida $10.8B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

SageView Advisory Group held its Innovator US Equity Ultra Buffer ETF November (UNOV) position steady in Q2 2026 at 23,556 shares worth $946K. The position accounts for 0.03% of the portfolio, ranked #253.

SageView Advisory Group first reported a position in UNOV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.54M in Q2 2025. 77 funds tracked by Wall St. Rank hold UNOV as of Q2 2026.

SageView Advisory Group held 23,556 shares of Innovator US Equity Ultra Buffer ETF November worth $946K as of Q2 2026.
SageView Advisory Group left its Innovator US Equity Ultra Buffer ETF November share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF November made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #253 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF November in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF November position peaked at $1.54M in Q2 2025.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF November as of Q2 2026.

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