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 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%	-$5.03K	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Evermay Wealth Management's PAPR Position: Q2 2026 in Review

Evermay Wealth Management reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 0.58% in Q2 2026, selling an estimated $9.16K and leaving 37,588 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #59.

Evermay Wealth Management first reported a position in PAPR in Q2 2024 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold PAPR as of Q2 2026.

Evermay Wealth Management held 37,588 shares of Innovator US Equity Power Buffer ETF April worth $1.59M as of Q2 2026.
Evermay Wealth Management sold 220 Innovator US Equity Power Buffer ETF April shares in Q2 2026, an estimated $9.16K.
Innovator US Equity Power Buffer ETF April made up 0.16% of Evermay Wealth Management's portfolio in Q2 2026, its #59 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2024 and has held it in 9 quarters since.
113 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.