SageView Advisory Group’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,265	Closed	-$239K	–	560
2023 Q2	$239K	Buy	+8,265	New	+$231K	0.01%	496

Other funds holding XBAP

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

BCM

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SageView Advisory Group's XBAP Position: Q3 2023 in Review

SageView Advisory Group sold out of Innovator US Equity Accelerated 9 Buffer ETF April (XBAP) in Q3 2023, closing a stake of 8,265 shares — an estimated $239K sold.

SageView Advisory Group first reported a position in XBAP in Q2 2023 and held it in 1 quarter. The position peaked at $239K in Q2 2023. 32 funds tracked by Wall St. Rank hold XBAP as of Q3 2023.

SageView Advisory Group reported no remaining Innovator US Equity Accelerated 9 Buffer ETF April position as of Q3 2023 after selling out during the quarter.
SageView Advisory Group sold 8,265 Innovator US Equity Accelerated 9 Buffer ETF April shares in Q3 2023, an estimated $239K.
SageView Advisory Group first reported a position in Innovator US Equity Accelerated 9 Buffer ETF April in Q2 2023 and held it in 1 quarter.
SageView Advisory Group's Innovator US Equity Accelerated 9 Buffer ETF April position peaked at $239K in Q2 2023.
32 funds tracked by Wall St. Rank held Innovator US Equity Accelerated 9 Buffer ETF April as of Q3 2023.

Based on SageView Advisory Group's 13F filing for Q3 2023, filed 3 Nov 2023.