Valeo Financial Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$29.37 - $29.64 $57,447 - $57,975	-1,956 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$25.64 - $26.77 $50,151 - $52,362	1,956 New	1,956 $52,000

Others Institutions Holding PJUL

# of Institutions

249

Shares Held

19.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$153 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

984K
Shares

$40.3 Million
0.86% of portfolio
Brookstone Capital Management

767K
Shares

$31.4 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$29.7 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

591K
Shares

$24.2 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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