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

Valmark Advisers, Inc.

$7.6 Billion
Q3 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 $600,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,155

Previous 13,155 -0.0%

Holding current value

$600,920

Previous $576,000 4.17%

% 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

269

Shares Held

21.9M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

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