SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.63M Buy
2025
Q1
$1.4M Hold
2024
Q4
$1.43M Buy
2024
Q3
Sell
2024
Q2
$256K Buy
2024
Q1
Sell
2023
Q4
$245K Hold
2023
Q3
$228K Sell
2023
Q2
$399K Sell
2023
Q1
$675K Hold
2022
Q4
$646K Buy