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
2025 Q4	$300K	Buy	+11,230	New	+$298K	0.01%	490

Other funds holding ZNOV

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

SageView Advisory Group opened a new position in Innovator Equity Defined Protection ETF - 1 Yr November (ZNOV) in Q4 2025: 11,230 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings.

79 funds tracked by Wall St. Rank hold ZNOV as of Q4 2025.

SageView Advisory Group held 11,230 shares of Innovator Equity Defined Protection ETF - 1 Yr November worth $300K as of Q4 2025.
Innovator Equity Defined Protection ETF - 1 Yr November was a new SageView Advisory Group position in Q4 2025.
Innovator Equity Defined Protection ETF - 1 Yr November made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #490 holding.
79 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr November as of Q4 2025.

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