Ownership history in Bellwether Advisors, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in INNOVATOR S&P 500 POWER BUFFER ETF - MARCH (PMAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bellwether Advisors, LLC underperformed the S&P 500 by β8.4% annually on this PMAR position. Timing score: 47% (7/15 decisions correct). Average cost basis: $34.73. Maximum drawdown during holding period: β9.8%.
β Significantly underperformed the S&P 500 by 8.4% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $28.44 (2020 Q4) Β· Worst: $39.94 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 9 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size