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 S&P 500 POWER BUFFER (PMAR). 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 | 10,000 | — | 0% | 0.18% | $422K | $42.23 |
| 2025 Q1 | ADDED | 10,000 | +1,500 | +17.6% | 0.18% | $399K | $39.94 |
| 2024 Q4 | UNCHANGED | 8,500 | — | 0% | 0.15% | $342K | $40.19 |
| 2024 Q3 | UNCHANGED | 8,500 | — | 0% | 0.15% | $334K | $39.25 |
| 2024 Q2 | UNCHANGED | 8,500 | — | 0% | 0.16% | $322K | $37.92 |
| 2024 Q1 | INITIATED | 8,500 | — | — | 0.17% | $313K | — |
As of 2025 Q4 — sorted by position size