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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 pwr 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 by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 8.5k 38.53
2023-09-30 $931k 29k 32.40

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)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

Top funds holding Innovator Etfs Tr s&p 500 pwr

Alliancebernstein
AE Wealth Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Penserra Capital Management
Brookstone Capital Management
Stuart Chaussee & Associates
Commonwealth Equity Services
Joseph Group Capital Management
Kestra Advisory Services
Kovitz Investment Group Partners
MBL Wealth
HighTower Advisors
West Michigan Advisors
Beacon Pointe Advisors

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