SAG
ZAUG

SageView Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr August ZAUG Stock Holding History

SageView Advisory Group’s Portfolio ZAUG Stock Details ZAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,320
Closed -$142K – 2541
2025
Q4 		$142K Buy
+5,320
New +$141K ﹤0.01% 708

Other funds holding ZAUG

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

SageView Advisory Group's ZAUG Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) in Q1 2026, closing a stake of 5,320 shares — an estimated $142K sold.

SageView Advisory Group first reported a position in ZAUG in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 76 funds tracked by Wall St. Rank hold ZAUG as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr August position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 5,320 Innovator Equity Defined Protection ETF - 1 Yr August shares in Q1 2026, an estimated $142K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr August in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr August position peaked at $142K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr August as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.