Evermay Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.93M | Sell |
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|
2025
Q2 | $2.84M | Hold |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $163K | Buy |
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