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 30,227 shares of USEP stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,227
Previous 32,638 7.39%
Holding current value
$0
Previous $1.23 Billion 4.66%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-2,411 Reduced 7.39%
30,227 $1.17 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-3,102 Reduced 8.68%
32,638 $1.23 Billion
Q1 2025

May 19, 2025
SELL
N/A
-24,497 Reduced 40.67%
35,740 $1.23 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
29,078 Added 93.32%
60,237 $2.12 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
31,159 New
31,159 $1.08 Billion
Q1 2024

May 08, 2024
SELL
N/A
-436,686 Reduced 98.32%
7,471 $251 Million
Q4 2023

Feb 09, 2024
BUY
N/A
444,157 New
444,157 $444 Million

Others Institutions Holding USEP

# of Institutions
85
Shares Held
4.69M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

USEP Quotes by TradingView
  • Ticker USEP
More about USEP
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email