KMAR β€” INNOVATOR ETFS TRUST

Ownership history in SageView Advisory Group, LLC  Β·  3 quarters on record

AI Ownership Summary

SageView Advisory Group, LLC reported INNOVATOR ETFS TRUST (KMAR) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows KMAR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SageView Advisory Group, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KMAR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SageView Advisory Group, LLC held KMAR β€” position size vs. price
% of Fund (quarterly)    KMAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 13,688 β€” 0% 0.01% $381K 2025-11-13 $27.59
2025 Q2 UNCHANGED 13,688 β€” 0% 0.01% $363K 2025-08-13 $27.02
2025 Q1 INITIATED 13,688 β€” β€” 0.01% $339K 2025-05-19 $25.49

FAQ About SageView Advisory Group, LLC and KMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SageView Advisory Group, LLC reported owning KMAR?

SageView Advisory Group, LLC reported KMAR across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported KMAR position in SageView Advisory Group, LLC's portfolio?

The largest reported portfolio weight for KMAR was 0.01% in 2025 Q1.

What is the latest reported KMAR position on this page?

The most recent filing on this page is 2025 Q3, when SageView Advisory Group, LLC reported 13,688 shares, equal to 0.01% of portfolio, with an estimated market value of $381K.

What does the chart on this KMAR ownership page compare?

The chart compares SageView Advisory Group, LLC's quarterly KMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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