Sage View Advisory Group, LLC Innovator Laddered Fund Of U.S Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Innovator Laddered Fund Of U.S stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 49,203 shares of KOCT stock, worth $0. This represents 0.06% of its overall portfolio holdings.

Number of Shares

49,203

Previous 28,105 75.07%

Holding current value

Previous $859 Million 67.61%

% of portfolio

0.06%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	N/A	21,098 Added 75.07%	49,203 $1.44 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	28,105 New	28,105 $859 Million
Q2 2024 Aug 14, 2024	BUY	N/A	5,157 Added 38.96%	18,392 $526 Million
Q1 2024 May 08, 2024	SELL	N/A	-6,093 Reduced 31.52%	13,235 $468 Million
Q4 2023 Feb 09, 2024	BUY	N/A	19,328 New	19,328 $531 Million
Q2 2023 Aug 11, 2023	SELL	N/A	-12,105 Reduced 44.32%	15,210 $412 Million
Q1 2023 May 01, 2023	BUY	N/A	60 Added 0.22%	27,315 $709 Million
Q4 2022 Feb 14, 2023	BUY	N/A	27,255 New	27,255 $688 Million

Others Institutions Holding KOCT

# of Institutions

Shares Held

2.42M

Call Options Held

Put Options Held

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About INNOVATOR LADDERED FUND OF U.S

Ticker KOCT

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Sage View Advisory Group, LLC Innovator Laddered Fund Of U.S Transaction History