SMITH SHELLNUT WILSON LLC /ADV PMAR — INNOVATOR S&P 500 POWER BUFFER

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  6 quarters on record

AI Ownership Summary

SMITH SHELLNUT WILSON LLC /ADV reported INNOVATOR S&P 500 POWER BUFFER (PMAR) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows PMAR at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITH SHELLNUT WILSON LLC /ADV's position in INNOVATOR S&P 500 POWER BUFFER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PMAR was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PMAR stock page SMITH SHELLNUT WILSON LLC /ADV fund profile SMITH SHELLNUT WILSON LLC /ADV full holdings
How SMITH SHELLNUT WILSON LLC /ADV held PMAR — position size vs. price
% of Fund (quarterly)    PMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED — — — 10,000 — 0% 0.18% $422K 2025-08-05 $42.70
2025 Q1 ADDED — — — 10,000 +1,500 +17.6% 0.18% $399K 2025-04-17 $38.51
2024 Q4 UNCHANGED — — — 8,500 — 0% 0.15% $342K 2025-03-04 $40.48
2024 Q3 UNCHANGED — — — 8,500 — 0% 0.15% $334K 2024-10-31 $39.19
2024 Q2 UNCHANGED — — — 8,500 — 0% 0.16% $322K 2024-07-26 $38.04
2024 Q1 INITIATED — — — 8,500 — — 0.17% $313K 2024-05-01 $36.10

🏢 Other funds also holding PMAR

As of 2026 Q1 — sorted by position size

Southland Equity Partners LLC 5.93% Hardworking Capital Advisors, LLC 3.62% Bright Futures Wealth Management, LLC. 2.74% Cassady Wealth & Retirement Planning, LLC 2.64% CORRADO ADVISORS, LLC 3Y 7Y 1.02% Diligent Investors, LLC 3Y 7Y 1.0% MACROVIEW INVESTMENT MANAGEMENT LLC 3Y 7Y 0.94% ATTICUS WEALTH MANAGEMENT, LLC 3Y 0.76% GILL CAPITAL PARTNERS, LLC 3Y 0.75% Global Assets Advisory, LLC 3Y 0.71%

FAQ About SMITH SHELLNUT WILSON LLC /ADV and PMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMITH SHELLNUT WILSON LLC /ADV reported owning PMAR?

SMITH SHELLNUT WILSON LLC /ADV reported PMAR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported PMAR position in SMITH SHELLNUT WILSON LLC /ADV's portfolio?

The largest reported portfolio weight for PMAR was 0.18% in 2025 Q2.

What is the latest reported PMAR position on this page?

The most recent filing on this page is 2025 Q2, when SMITH SHELLNUT WILSON LLC /ADV reported 10,000 shares, equal to 0.18% of portfolio, with an estimated market value of $422K.

What does the chart on this PMAR ownership page compare?

The chart compares SMITH SHELLNUT WILSON LLC /ADV's quarterly PMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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