SAG
ZJAN

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

SageView Advisory Group’s Portfolio ZJAN Stock Details ZJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$437K Buy
15,976
+1,081
+7% +$29.3K 0.01% 386
2025
Q3 		$400K Hold
14,895
– – 0.01% 426
2025
Q2 		$395K Hold
14,895
– – 0.01% 422
2025
Q1 		$380K Buy
+14,895
New +$383K 0.02% 404

Other funds holding ZJAN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SageView Advisory Group increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 7.3% in Q4 2025, buying an estimated $29.3K and bringing the position to 15,976 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #386.

SageView Advisory Group first reported a position in ZJAN in Q1 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold ZJAN as of Q4 2025.

  • SageView Advisory Group held 15,976 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $437K as of Q4 2025.
  • SageView Advisory Group bought 1,081 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q4 2025, an estimated $29.3K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #386 holding.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q4 2025.

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