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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Evermay Wealth Management held its Innovator US Equity Power Buffer ETF July (PJUL) position steady in Q2 2026 at 615 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Evermay Wealth Management first reported a position in PJUL in Q2 2023 and has held it in 10 quarters since. The position peaked at $266K in Q3 2023. 262 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Evermay Wealth Management held 615 shares of Innovator US Equity Power Buffer ETF July worth $30K as of Q2 2026.
  • Evermay Wealth Management left its Innovator US Equity Power Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF July made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2023 and has held it in 10 quarters since.
  • Evermay Wealth Management's Innovator US Equity Power Buffer ETF July position peaked at $266K in Q3 2023.
  • 262 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

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