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Innovator S&p 500 Pwr Buffer shares owned by Smith Shellnut Wilson

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Smith Shellnut Wilson from 13F filings

Historical chart of Smith Shellnut Wilson investment in Innovator S&p 500 Pwr Buffer

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All positions including Innovator S&p 500 Pwr Buffer held by Smith Shellnut Wilson consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 8.2k 36.04
2024-06-30 $289k 8.2k 35.13
2024-03-31 $281k 8.2k 34.16

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Oracle Corporation (ORCL)
Proshares S&p500 Aristocrats S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vivakor Com New (VIVK)
Ishares Core Msci Eafe Core Msci Eafe (IEFA)
Johnson & Johnson (JNJ)
Lowe's Companies (LOW)
Pepsi (PEP)

View all positions for Smith Shellnut Wilson

Top funds holding Innovator S&p 500 Pwr Buffer

Alliancebernstein
Gradient Investments
Penserra Capital Management
Advisor Group Holdings
Commonwealth Equity Services
Janney Montgomery Scott
Kestra Advisory Services
Raymond James Financial Services Advisors
Kovitz Investment Group Partners
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Southland Equity Partners

View all funds holding Innovator S&p 500 Pwr Buffer