Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 6 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in INNOVATOR U.S. EQUITY PWR BUFF (PFEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | UNCHANGED | 8,712 | — | 0% | 0.14% | $331K | $38.01 |
| 2025 Q1 | ADDED | 8,712 | +500 | +6.1% | 0.14% | $312K | $35.82 |
| 2024 Q4 | UNCHANGED | 8,212 | — | 0% | 0.13% | $302K | $36.80 |
| 2024 Q3 | UNCHANGED | 8,212 | — | 0% | 0.13% | $296K | $36.04 |
| 2024 Q2 | UNCHANGED | 8,212 | — | 0% | 0.14% | $288K | $35.13 |
| 2024 Q1 | INITIATED | 8,212 | — | — | 0.15% | $281K | — |
As of 2025 Q4 — sorted by position size