Evermay Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	29,000 -965	-3%	-$38.4K	0.13%	71
2025 Q4	$1.19M	Hold	29,965	–	–	0.13%	73
2025 Q3	$1.17M	Sell	29,965 -1,140	-4%	-$43.7K	0.13%	79
2025 Q2	$1.18M	Buy	31,105 +7,032	+29%	+$255K	0.14%	72
2025 Q1	$862K	Hold	24,073	–	–	0.11%	87
2024 Q4	$864K	Hold	24,073	–	–	0.13%	89
2024 Q3	$848K	Sell	24,073 -2,754	-10%	-$95.1K	0.14%	88
2024 Q2	$915K	Buy	26,827 +15,004	+127%	+$499K	0.15%	86
2024 Q1	$384K	Hold	11,823	–	–	0.06%	149
2023 Q4	$372K	Hold	11,823	–	–	0.07%	127
2023 Q3	$349K	Hold	11,823	–	–	0.07%	119
2023 Q2	$353K	Buy	+11,823	New	+$342K	0.07%	125

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Evermay Wealth Management's PMAY Position: Q1 2026 in Review

Evermay Wealth Management reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 3.2% in Q1 2026, selling an estimated $38.4K and leaving 29,000 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #71.

Evermay Wealth Management first reported a position in PMAY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2025. 176 funds tracked by Wall St. Rank hold PMAY as of Q1 2026.

Evermay Wealth Management held 29,000 shares of Innovator US Equity Power Buffer ETF May worth $1.16M as of Q1 2026.
Evermay Wealth Management sold 965 Innovator US Equity Power Buffer ETF May shares in Q1 2026, an estimated $38.4K.
Innovator US Equity Power Buffer ETF May made up 0.13% of Evermay Wealth Management's portfolio in Q1 2026, its #71 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
Evermay Wealth Management's Innovator US Equity Power Buffer ETF May position peaked at $1.19M in Q4 2025.
176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.