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

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

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 26,380 shares of POCT stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,380

Previous 26,380 -0.0%

Holding current value

$1.04 Million

Previous $1.01 Million 1.68%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$33.24 - $36.16 $21,639 - $23,540	651 Added 2.53%	26,380 $952,000
Q2 2023 Aug 02, 2023	BUY	$31.61 - $33.47 $67,582 - $71,558	2,138 Added 9.06%	25,729 $861,000
Q1 2023 May 01, 2023	SELL	$29.91 - $31.63 $112,760 - $119,245	-3,770 Reduced 13.78%	23,591 $746,000
Q4 2022 Feb 06, 2023	BUY	$28.48 - $30.65 $86,038 - $92,593	3,021 Added 12.41%	27,361 $822,000
Q3 2022 Nov 02, 2022	BUY	$28.19 - $29.67 $83,442 - $87,823	2,960 Added 13.84%	24,340 $697,000
Q4 2021 Feb 02, 2022	BUY	$29.29 - $30.47 $154,475 - $160,698	5,274 Added 32.75%	21,380 $651,000
Q3 2021 Nov 09, 2021	BUY	$29.07 - $29.35 $468,201 - $472,711	16,106 New	16,106 $472,000

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

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