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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Sell	8,956 -2,274	-20%	-$61.9K	0.01%	555
2026 Q1	$298K	Hold	11,230	–	–	0.01%	475
2025 Q4	$300K	Buy	+11,230	New	+$298K	0.01%	490

Other funds holding ZNOV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

SageView Advisory Group reduced its Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) stake by 20% in Q2 2026, selling an estimated $61.9K and leaving 8,956 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #555.

SageView Advisory Group first reported a position in ZNOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 72 funds tracked by Wall St. Rank hold ZNOV as of Q2 2026.

SageView Advisory Group held 8,956 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $246K as of Q2 2026.
SageView Advisory Group sold 2,274 Innovator Equity Defined Protection ETF - 1 Yr November shares in Q2 2026, an estimated $61.9K.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #555 holding.
SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr November in Q4 2025 and has held it in 3 quarters since.
SageView Advisory Group's Innovator Equity Defined Protection ETF - 1 Yr November position peaked at $300K in Q4 2025.
72 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q2 2026.

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