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Innovator Etfs Tr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Tr (ISEP) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr 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 by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 184k 31.87
2025-06-30 $4.1M 132k 30.77
2025-03-31 $2.1M 73k 28.76
2024-12-31 $1.2M 43k 27.56

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

Gradient Investments
Ferguson Shapiro
Jane Street
Janney Montgomery Scott
SageView Advisory Group
Commonwealth Equity Services
Americana Partners
Raymond James Financial
Cetera Investment Advisers
Berson & Corrado Investment Advisors
Sigma Planning
Kfg Wealth Management
Susquehanna International
Fragasso
Advisor Group Holdings

View all funds holding Innovator Etfs Tr