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
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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SageView Advisory Group increased its Innovator US Equity Ultra Buffer ETF October (UOCT) stake by 11% in Q4 2025, buying an estimated $192K and bringing the position to 48,460 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #156.

SageView Advisory Group first reported a position in UOCT in Q4 2022 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold UOCT as of Q4 2025.

SageView Advisory Group held 48,460 shares of Innovator US Equity Ultra Buffer ETF October worth $1.89M as of Q4 2025.
SageView Advisory Group bought 4,971 Innovator US Equity Ultra Buffer ETF October shares in Q4 2025, an estimated $192K.
Innovator US Equity Ultra Buffer ETF October made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #156 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF October in Q4 2022 and has held it in 11 quarters since.
94 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF October as of Q4 2025.

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