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Innovator Etfs Trust shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Innovator Etfs Trust (ZJUL) 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 $247k 8.6k 28.73
2025-06-30 $244k 8.6k 28.39
2025-03-31 $230k 8.6k 26.77
2024-12-31 $232k 8.6k 27.05
2024-09-30 $235k 8.8k 26.78

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Ishares Tr Core Us Aggbd Et (AGG)
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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

Sovran Advisors
Commonwealth Equity Services
Advisor Group Holdings
Centaurus Financial
HighTower Advisors
Canandaigua National Bank and Trust Company
Cetera Investment Advisers
AE Wealth Management
Kestra Advisory Services
Archer Investment Corp
Captrust Financial Advisors
Stratos Wealth Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Diligent Investors
Kfg Wealth Management

View all funds holding Innovator Etfs Trust