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	$28.56 - $29.12 $58,548 - $59,696	-2,050 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$24.52 - $25.47 $50,266 - $52,213	2,050 New	2,050 $52,000

Others Institutions Holding POCT

# of Institutions

180

Shares Held

12M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.82M
Shares

$72.8 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

997K
Shares

$39.8 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

437K
Shares

$17.4 Million
0.03% of portfolio
Kestra Advisory Services, LLC

380K
Shares

$15.2 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

337K
Shares

$13.5 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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