Innovator S&p 500 Pwr Buffer shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Innovator S&p 500 Pwr Buffer
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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $145k | 3.7k | 39.69 |
| 2025-06-30 | $139k | 3.7k | 38.01 |
| 2025-03-31 | $131k | 3.7k | 35.82 |
| 2024-03-31 | $38k | 1.1k | 34.16 |
| 2023-06-30 | $1.1M | 37k | 30.79 |
| 2023-03-31 | $1.1M | 37k | 29.23 |