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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 (BSEP) 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 $221k 4.6k 48.29
2025-06-30 $207k 4.5k 46.26
2023-12-31 $7.0k 265k 0.03
2023-09-30 $237k 7.0k 33.66
2023-03-31 $208k 6.5k 32.12

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

Brookstone Capital Management
Outlook Wealth Advisors
Penserra Capital Management
Commonwealth Equity Services
Citadel Advisors
Advisor Group Holdings
HPM Partners
Raymond James Financial
Cetera Investment Advisers
Kestra Advisory Services
HighTower Advisors
Envestnet Asset Management
Lantz Financial
Diligent Investors
Integral Investment Advisors

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