Smith Shellnut Wilson LLC Innovator U.S. Equity Power Bu Transaction History

Smith Shellnut Wilson LLC

$257 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	BUY	$35.54 - $37.44 $17,770 - $18,720	500 Added 6.09%	8,712 $312,000
Q1 2024 May 01, 2024	BUY	$32.55 - $34.16 $267,300 - $280,521	8,212 New	8,212 $280,000

Others Institutions Holding PFEB

# of Institutions

217

Shares Held

16.6M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.59M
Shares

$143 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.57M
Shares

$62.6 Million
0.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.26M
Shares

$50.4 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

1.03M
Shares

$41 Million
0.05% of portfolio
Steward Financial Group LLC

406K
Shares

$16.2 Million
3.92% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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