Evermay Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.82M	Sell	56,881 -1,405	-2%	-$68.4K	0.29%	35
2026 Q1	$2.69M	Sell	58,286 -245	-0.4%	-$11.5K	0.3%	35
2025 Q4	$2.75M	Sell	58,531 -5,506	-9%	-$255K	0.31%	36
2025 Q3	$2.93M	Sell	64,037 -355	-0.6%	-$15.9K	0.34%	33
2025 Q2	$2.84M	Hold	64,392	–	–	0.35%	34
2025 Q1	$2.67M	Sell	64,392 -7,107	-10%	-$301K	0.35%	33
2024 Q4	$3.02M	Sell	71,499 -769	-1%	-$32.1K	0.46%	32
2024 Q3	$2.99M	Sell	72,268 -3,844	-5%	-$156K	0.48%	29
2024 Q2	$3.06M	Sell	76,112 -26,704	-26%	-$1.05M	0.49%	30
2024 Q1	$4.02M	Buy	102,816 +45,113	+78%	+$1.72M	0.61%	26
2023 Q4	$2.15M	Buy	57,703 +52,803	+1,078%	+$1.89M	0.4%	31
2023 Q3	$171K	Hold	4,900	–	–	0.03%	180
2023 Q2	$172K	Hold	4,900	–	–	0.03%	190
2023 Q1	$163K	Buy	+4,900	New	+$160K	0.03%	194

Other funds holding PJAN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Evermay Wealth Management reduced its Innovator US Equity Power Buffer ETF January (PJAN) stake by 2.4% in Q2 2026, selling an estimated $68.4K and leaving 56,881 shares worth $2.82M. The position accounts for 0.29% of the portfolio, ranked #35.

Evermay Wealth Management first reported a position in PJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.02M in Q1 2024. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

Evermay Wealth Management held 56,881 shares of Innovator US Equity Power Buffer ETF January worth $2.82M as of Q2 2026.
Evermay Wealth Management sold 1,405 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $68.4K.
Innovator US Equity Power Buffer ETF January made up 0.29% of Evermay Wealth Management's portfolio in Q2 2026, its #35 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
Evermay Wealth Management's Innovator US Equity Power Buffer ETF January position peaked at $4.02M in Q1 2024.
290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

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