Evermay Wealth Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Evermay Wealth Management’s Portfolio PAPR Stock Details PAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.47M	Sell	34,023 -3,565	-9%	-$152K	0.15%	58
2026 Q2	$1.59M	Sell	37,588 -220	-0.6%	-$9.16K	0.16%	59
2026 Q1	$1.5M	Sell	37,808 -77	-0.2%	-$3.03K	0.17%	58
2025 Q4	$1.48M	Sell	37,885 -130	-0.3%	-$5.02K	0.17%	57
2025 Q3	$1.46M	Hold	38,015	–	–	0.17%	59
2025 Q2	$1.42M	Buy	38,015 +120	+0.3%	+$4.31K	0.17%	53
2025 Q1	$1.35M	Buy	37,895 +8,235	+28%	+$303K	0.18%	61
2024 Q4	$1.09M	Hold	29,660	–	–	0.16%	74
2024 Q3	$1.07M	Sell	29,660 -2,170	-7%	-$76K	0.17%	78
2024 Q2	$1.1M	Buy	+31,830	New	+$1.07M	0.18%	73

Other funds holding PAPR

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Evermay Wealth Management's PAPR Position: Q3 2026 in Review

Evermay Wealth Management reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 9.5% in Q3 2026, selling an estimated $152K and leaving 34,023 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #58.

Evermay Wealth Management first reported a position in PAPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2026. 213 funds tracked by Wall St. Rank hold PAPR as of Q3 2026.

Evermay Wealth Management held 34,023 shares of Innovator US Equity Power Buffer ETF April worth $1.47M as of Q3 2026.
Evermay Wealth Management sold 3,565 Innovator US Equity Power Buffer ETF April shares in Q3 2026, an estimated $152K.
Innovator US Equity Power Buffer ETF April made up 0.15% of Evermay Wealth Management's portfolio in Q3 2026, its #58 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2024 and has held it in 10 quarters since.
Evermay Wealth Management's Innovator US Equity Power Buffer ETF April position peaked at $1.59M in Q2 2026.
213 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.