Evermay Wealth Management »

Innovator Etfs Tr s&p 500 power shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator Etfs Tr s&p 500 power by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 58k 37.24
2023-09-30 $171k 4.9k 34.80
2023-06-30 $172k 4.9k 35.11
2023-03-31 $163k 4.9k 33.21

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners
BKD Wealth Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Innovator Etfs Tr s&p 500 power