EWM
Evermay Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
8,375
| – | – | 0.04% | 154 |
|
|
2025
Q1 | $322K | Sell |
8,375
-150
| -2% | -$5.76K | 0.04% | 157 |
|
|
2024
Q4 | $333K | Hold |
8,525
| – | – | 0.05% | 154 |
|
|
2024
Q3 | $328K | Buy |
+8,525
| New | +$328K | 0.05% | 149 |
|
|
2023
Q4 | – | Sell |
-28,748
| Closed | -$931K | – | 690 |
|
|
2023
Q3 | $931K | Buy |
+28,748
| New | +$931K | 0.19% | 59 |
|