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
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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SEP

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smith Shellnut Wilson's PMAR Position: Q3 2025 in Review

Smith Shellnut Wilson sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2025, closing a stake of 10,000 shares — an estimated $422K sold.

Smith Shellnut Wilson first reported a position in PMAR in Q1 2024 and held it in 6 quarters. The position peaked at $422K in Q2 2025. 185 funds tracked by Wall St. Rank hold PMAR as of Q3 2025.

Smith Shellnut Wilson reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 10,000 Innovator US Equity Power Buffer ETF March shares in Q3 2025, an estimated $422K.
Smith Shellnut Wilson first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 6 quarters.
Smith Shellnut Wilson's Innovator US Equity Power Buffer ETF March position peaked at $422K in Q2 2025.
185 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.