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

Sage View Advisory Group, LLC

$2.64 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$30.16 - $33.87 $1.98 Million - $2.23 Million	65,702 New	65,702 $65.7 Million

Others Institutions Holding BMAY

# of Institutions

93

Shares Held

2.7M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

414K
Shares

$18.2 Million
0.24% of portfolio
Valtinson Bruner Financial Planning LLC

211K
Shares

$9.29 Million
3.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

183K
Shares

$8.03 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

143K
Shares

$6.3 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$6.21 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
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