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Innovator Etfs Tr s&p 500 buffer shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 buffer (BJAN) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Innovator Etfs Tr s&p 500 buffer

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 buffer held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 buffer by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 4.5k 53.02
2025-06-30 $230k 4.5k 51.31
2025-03-31 $209k 4.5k 46.63
2024-12-31 $215k 4.5k 47.95
2023-12-31 $124k 124k 1.00

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Global Reit Etf (REET)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Portfli High Yld (SPHY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Innovator Etfs Tr s&p 500 buffer

Penserra Capital Management
Commonwealth Equity Services
Integral Investment Advisors
HighTower Advisors
Cetera Investment Advisers
U.S. Capital Wealth Advisors
Advisor Group Holdings
Stuart Chaussee & Associates
Janney Montgomery Scott
LPL Financial
Steward Partners Investment Advisory
Crown Wealth Group
Maltin Wealth Management
Envestnet Asset Management
DHJJ Financial Advisors

View all funds holding Innovator Etfs Tr s&p 500 buffer