Evermay Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.6K	Hold	615	–	–	﹤0.01%	396
2026 Q2	$30K	Hold	615	–	–	﹤0.01%	409
2026 Q1	$28.3K	Hold	615	–	–	﹤0.01%	362
2025 Q4	$28.6K	Hold	615	–	–	﹤0.01%	359
2025 Q3	$28K	Hold	615	–	–	﹤0.01%	366
2025 Q2	$27K	Hold	615	–	–	﹤0.01%	368
2025 Q1	$24.7K	Hold	615	–	–	﹤0.01%	372
2024 Q4	$25.3K	Hold	615	–	–	﹤0.01%	366
2024 Q3	$24.9K	Buy	+615	New	+$24.2K	﹤0.01%	384
2023 Q4	–	Sell	-7,884	Closed	-$266K	–	689
2023 Q3	$266K	Buy	7,884 +2,034	+35%	+$69.9K	0.05%	145
2023 Q2	$200K	Buy	+5,850	New	+$189K	0.04%	176

Other funds holding PJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

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

Evermay Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q3 2026 at 615 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Evermay Wealth Management first reported a position in PJUL in Q2 2023 and has held it in 11 quarters since. The position peaked at $266K in Q3 2023. 177 funds tracked by Wall St. Rank hold PJUL as of Q3 2026.

Evermay Wealth Management held 615 shares of Innovator US Equity Power Buffer ETF July worth $30.6K as of Q3 2026.
Evermay Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #396 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 11 quarters since.
Evermay Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $266K in Q3 2023.
177 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q3 2026.

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