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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 50k 33.37
2023-09-30 $2.2M 70k 31.05

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 pwr bu

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Commonwealth Equity Services
SageView Advisory Group
Penserra Capital Management
HighTower Advisors
Ascent Wealth Partners
William Blair $ Company
Sageworth Trust Company
InterOcean Capital Group
MAI Wealth Advisors
Integral Investment Advisors
Soltis Investment Advisors

View all funds holding Innovator Etfs Tr s&p 500 pwr bu