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
2026 Q2	$447K	Sell	15,959 -17	-0.1%	-$473	0.01%	388
2026 Q1	$436K	Hold	15,976	–	–	0.02%	376
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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

SageView Advisory Group reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 0.11% in Q2 2026, selling an estimated $473 and leaving 15,959 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #388.

SageView Advisory Group first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

SageView Advisory Group held 15,959 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $447K as of Q2 2026.
SageView Advisory Group sold 17 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $473.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #388 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 6 quarters since.
63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

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