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	$39.51 - $41.0 $59,265 - $61,500	1,500 Added 17.65%	10,000 $398,000
Q1 2024 May 01, 2024	BUY	$35.51 - $36.81 $301,835 - $312,885	8,500 New	8,500 $312,000

Others Institutions Holding PMAR

# of Institutions

209

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.67M
Shares

$73 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.41M
Shares

$61.7 Million
0.81% of portfolio
Southland Equity Partners LLC Wildwood, MO

724K
Shares

$31.7 Million
6.43% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

692K
Shares

$30.3 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

324K
Shares

$14.2 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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