Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Sage View Advisory Group, LLC

$2.9 Trillion
Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 43,489 shares of UOCT stock, worth $1.67 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

43,489

Previous 43,489 -0.0%

Holding current value

$1.67 Million

Previous $1.63 Billion 2.51%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$32.79 - $36.78 $99,484 - $111,590	3,034 Added 7.5%	43,489 $1.63 Billion
Q4 2024 Feb 13, 2025	BUY	$34.64 - $35.72 $1.4 Million - $1.45 Million	40,455 New	40,455 $1.43 Billion
Q2 2024 Aug 14, 2024	BUY	$33.17 - $34.27 $247,813 - $256,031	7,471 New	7,471 $256 Million
Q4 2023 Feb 16, 2024	SELL	$29.9 - $32.38 $7.11 Million - $7.7 Million	-237,802 Reduced 96.95%	7,471 $245 Million
Q4 2023 Feb 09, 2024	BUY	$29.9 - $32.38 $7.11 Million - $7.7 Million	237,802 Added 3183.0%	245,273 $245 Million

Q3 2023 Nov 02, 2023	SELL	$29.82 - $30.52 $175,669 - $179,793	-5,891 Reduced 44.09%	7,471 $228 Million
Q2 2023 Aug 11, 2023	SELL	$28.53 - $29.87 $293,973 - $307,780	-10,304 Reduced 43.54%	13,362 $399 Million
Q4 2022 Feb 14, 2023	BUY	$26.08 - $27.7 $617,209 - $655,548	23,666 New	23,666 $646 Million

Others Institutions Holding UOCT

# of Institutions

Shares Held

2.33M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
Sector ETFs
Industry ETFs

More about UOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History