Smith Shellnut Wilson’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Smith Shellnut Wilson’s Portfolio PMAR Stock Details PMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Hold	4,500	–	–	0.08%	155
2026 Q1	$201K	Hold	4,500	–	–	0.09%	143
2025 Q4	$202K	Buy	+4,500	New	+$199K	0.08%	139
2025 Q3	–	Sell	-10,000	Closed	-$422K	–	153
2025 Q2	$422K	Hold	10,000	–	–	0.18%	81
2025 Q1	$399K	Buy	10,000 +1,500	+18%	+$60.7K	0.18%	89
2024 Q4	$342K	Hold	8,500	–	–	0.15%	96
2024 Q3	$334K	Hold	8,500	–	–	0.15%	102
2024 Q2	$322K	Hold	8,500	–	–	0.16%	99
2024 Q1	$313K	Buy	+8,500	New	+$307K	0.17%	98

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith Shellnut Wilson's PMAR Position: Q2 2026 in Review

Smith Shellnut Wilson held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 4,500 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #155.

Smith Shellnut Wilson first reported a position in PMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $422K in Q2 2025. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Smith Shellnut Wilson held 4,500 shares of Innovator US Equity Power Buffer ETF March worth $215K as of Q2 2026.
Smith Shellnut Wilson left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.08% of Smith Shellnut Wilson's portfolio in Q2 2026, its #155 holding.
Smith Shellnut Wilson first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Smith Shellnut Wilson's Innovator US Equity Power Buffer ETF March position peaked at $422K in Q2 2025.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.