Sage View Advisory Group, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BJUL

# of Institutions

115

Shares Held

4.16M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

564K
Shares

$26.9 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

400K
Shares

$19.1 Million
0.31% of portfolio
Integral Investment Advisors, Inc.

264K
Shares

$12.6 Million
3.74% of portfolio
Captrust Financial Advisors Raleigh, NC

250K
Shares

$11.9 Million
0.03% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

186K
Shares

$8.88 Million
0.85% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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