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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
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

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