Evermay Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$378K	Sell	8,215 -160	-2%	-$7.24K	0.04%	142
2026 Q1	$361K	Hold	8,375	–	–	0.04%	142
2025 Q4	$366K	Hold	8,375	–	–	0.04%	144
2025 Q3	$360K	Hold	8,375	–	–	0.04%	151
2025 Q2	$342K	Hold	8,375	–	–	0.04%	154
2025 Q1	$322K	Sell	8,375 -150	-2%	-$5.89K	0.04%	157
2024 Q4	$333K	Hold	8,525	–	–	0.05%	154
2024 Q3	$328K	Buy	+8,525	New	+$322K	0.05%	149
2023 Q4	–	Sell	-28,748	Closed	-$931K	–	690
2023 Q3	$931K	Buy	+28,748	New	+$947K	0.19%	59

Other funds holding PSEP

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

Evermay Wealth Management reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1.9% in Q2 2026, selling an estimated $7.24K and leaving 8,215 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #142.

Evermay Wealth Management first reported a position in PSEP in Q3 2023 and has held it in 9 quarters since. The position peaked at $931K in Q3 2023. 70 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Evermay Wealth Management held 8,215 shares of Innovator US Equity Power Buffer ETF September worth $378K as of Q2 2026.
Evermay Wealth Management sold 160 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $7.24K.
Innovator US Equity Power Buffer ETF September made up 0.04% of Evermay Wealth Management's portfolio in Q2 2026, its #142 holding.
Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 9 quarters since.
Evermay Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $931K in Q3 2023.
70 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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