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Innovator Etfs Trust shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Innovator Etfs Trust

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust 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 Trust by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 169k 25.47
2025-06-30 $1.7M 70k 24.49
2025-03-31 $1.4M 63k 22.91
2024-12-31 $854k 36k 23.98

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 Trust

Mutual Advisors
SageView Advisory Group
William Blair $ Company
Oliver Lagore Vanvalin Investment Group
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Berson & Corrado Investment Advisors
Berkshire Money Management
Catalina Capital Group
Optima Capital
Merit Financial Group
Raymond James Financial
First Commonwealth Financial Corporation
Advisor Group Holdings

View all funds holding Innovator Etfs Trust