Valmark Advisers, Inc. Innovator U.S. Equity Power Bu Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Valmark Advisers, Inc. holds 13,155 shares of PJUL stock, worth $526,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,155

Previous 20,197 34.87%

Holding current value

$526,857

Previous $831,000 36.46%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$39.81 - $42.17 $280,342 - $296,961	-7,042 Reduced 34.87%	13,155 $528,000
Q4 2024 Jan 30, 2025	SELL	$40.12 - $41.68 $6,940 - $7,210	-173 Reduced 0.85%	20,197 $831,000
Q3 2024 Oct 25, 2024	BUY	$37.89 - $40.48 $82,713 - $88,367	2,183 Added 12.0%	20,370 $824,000
Q2 2024 Jul 31, 2024	SELL	$37.29 - $38.87 $192,826 - $200,996	-5,171 Reduced 22.14%	18,187 $706,000
Q2 2023 Aug 02, 2023	SELL	$31.38 - $34.22 $16,662 - $18,170	-531 Reduced 2.22%	23,358 $799,000
Q4 2022 Feb 06, 2023	SELL	$28.61 - $30.97 $28,981 - $31,372	-1,013 Reduced 4.07%	23,889 $721,000
Q3 2022 Nov 02, 2022	SELL	$28.61 - $31.19 $36,534 - $39,829	-1,277 Reduced 4.88%	24,902 $712,000
Q3 2021 Nov 09, 2021	BUY	$29.41 - $30.17 $769,924 - $789,820	26,179 New	26,179 $779,000

Others Institutions Holding PJUL

# of Institutions

256

Shares Held

17.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Valmark Advisers, Inc. Innovator U.S. Equity Power Bu Transaction History