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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 (BJUL) 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
2025-12-31 $51k 1.0k 50.76
2025-09-30 $703k 14k 49.66
2025-06-30 $680k 14k 48.06
2023-12-31 $745k 19k 38.50
2023-09-30 $667k 19k 34.47
2023-06-30 $693k 20k 35.28

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
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)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
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

COFG Advisors
Penserra Capital Management
Integral Investment Advisors
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
HPM Partners
Cetera Investment Advisers
Rothschild Investment
Bellwether Advisors
Janney Montgomery Scott
My Personal CFO
Envestnet Asset Management
Raymond James Financial
Cambridge Investment Research Advisors

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