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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Sell	6,057 -42,403	-88%	-$1.71M	0.01%	546
2026 Q1	$1.85M	Hold	48,460	–	–	0.07%	143
2025 Q4	$1.89M	Buy	48,460 +4,971	+11%	+$192K	0.06%	156
2025 Q3	$1.67M	Hold	43,489	–	–	0.06%	188
2025 Q2	$1.63M	Buy	43,489 +3,034	+7%	+$107K	0.06%	169
2025 Q1	$1.4M	Hold	40,455	–	–	0.06%	182
2024 Q4	$1.43M	Buy	+40,455	New	+$1.43M	0.06%	172
2024 Q3	–	Sell	-7,471	Closed	-$256K	–	577
2024 Q2	$256K	Buy	+7,471	New	+$253K	0.01%	476
2024 Q1	–	Sell	-7,471	Closed	-$245K	–	812
2023 Q4	$245K	Hold	7,471	–	–	0.01%	570
2023 Q3	$228K	Sell	7,471 -5,891	-44%	-$178K	0.01%	488
2023 Q2	$399K	Sell	13,362 -10,304	-44%	-$300K	0.02%	390
2023 Q1	$675K	Hold	23,666	–	–	0.04%	266
2022 Q4	$646K	Buy	+23,666	New	+$640K	0.05%	207

Other funds holding UOCT

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

PCA

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

BCM

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

KAS

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

KWM

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

SWM

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

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

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 88% in Q2 2026, selling an estimated $1.71M and leaving 6,057 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #546.

SageView Advisory Group first reported a position in UOCT in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.89M in Q4 2025. 94 funds tracked by Wall St. Rank hold UOCT as of Q2 2026.

SageView Advisory Group held 6,057 shares of Innovator US Equity Ultra Buffer ETF October worth $249K as of Q2 2026.
SageView Advisory Group sold 42,403 Innovator US Equity Ultra Buffer ETF October shares in Q2 2026, an estimated $1.71M.
Innovator US Equity Ultra Buffer ETF October made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #546 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF October position peaked at $1.89M in Q4 2025.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q2 2026.

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