SageView Advisory Group »

Innovator Etfs Trust Us Equity Accl 9 Buf shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Trust Us Equity Accl 9 Buf (XBJA) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Innovator Etfs Trust Us Equity Accl 9 Buf

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Trust Us Equity Accl 9 Buf held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Trust Us Equity Accl 9 Buf by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $523k 20k 26.25
2023-09-30 $494k 20k 24.77
2023-06-30 $490k 20k 24.59

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (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)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Innovator Etfs Trust Us Equity Accl 9 Buf

Sterling Financial Planning
Steward Partners Investment Advisory
Commonwealth Equity Services
First Commonwealth Financial Corporation
Capasso Planning Partners
Centaurus Financial
Brookstone Capital Management
Advisor Group Holdings
Cambridge Investment Research Advisors
Blue Bell Private Wealth Management
Sunbelt Securities
Snowden Capital Advisors
Kestra Advisory Services
SageView Advisory Group
Change Path

View all funds holding Innovator Etfs Trust Us Equity Accl 9 Buf