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Evermay Wealth Management’s Innovator US Equity Power Buffer ETF November PNOV Stock Holding History

Evermay Wealth Management’s Portfolio PNOV Stock Details PNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,890
Closed -$68.6K – 621
2024
Q2 		$68.6K Hold
1,890
– – 0.01% 315
2024
Q1 		$67.2K Hold
1,890
– – 0.01% 327
2023
Q4 		$65.1K Buy
+1,890
New +$63.2K 0.01% 302

Other funds holding PNOV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evermay Wealth Management's PNOV Position: Q3 2024 in Review

Evermay Wealth Management sold out of Innovator US Equity Power Buffer ETF November (PNOV) in Q3 2024, closing a stake of 1,890 shares — an estimated $68.6K sold.

Evermay Wealth Management first reported a position in PNOV in Q4 2023 and held it in 3 quarters. The position peaked at $68.6K in Q2 2024. 140 funds tracked by Wall St. Rank hold PNOV as of Q3 2024.

  • Evermay Wealth Management reported no remaining Innovator US Equity Power Buffer ETF November position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1,890 Innovator US Equity Power Buffer ETF November shares in Q3 2024, an estimated $68.6K.
  • Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF November in Q4 2023 and held it in 3 quarters.
  • Evermay Wealth Management's Innovator US Equity Power Buffer ETF November position peaked at $68.6K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF November as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.