Institutions / Valmark Advisers, Inc. / Activity
Activity — Valmark Advisers, Inc.
648 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921946406 Common stock | $2.77M | +19K +7.65% | 263,015 0.46% of portfolio | low |
| Q1 2026 as of | Add | 14020Y805 Common stock | $2.73M | +108K +57.57% | 295,103 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 316092840 Common stock | $-2.64M | -48K -63.31% | 27,681 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 97717X578 Common stock | $-2.58M | -64K -3.78% | 1,640,866 0.78% of portfolio | low |
| Q1 2026 as of | New | 46641Q670 Common stock | $2.58M | +55K | 54,839 0.03% of portfolio | low |
| Q1 2026 as of | New | 02072L607 Common stock | $2.19M | +40K | 40,023 0.03% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $2.08M | +19K +2.18% | 891,382 1.15% of portfolio | low |
| Q1 2026 as of | Add | 921932505 Common stock | $2.03M | +5K +51.59% | 14,627 0.07% of portfolio | low |
| Q1 2026 as of | Add | 14022A102 Common stock | $1.97M | +67K +47.22% | 208,654 0.07% of portfolio | low |
| Q1 2026 as of | Add | 92206C706 Common stock | $1.92M | +32K +1.04% | 3,138,310 2.22% of portfolio | low |
| Q1 2026 as of | Add | 92206C771 Common stock | $1.80M | +38K +2.47% | 1,591,330 0.89% of portfolio | low |
| Q1 2026 as of | Trim | 33733E104 Common stock | $-1.79M | -19K -30.86% | 43,266 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 808524854 Common stock | $-1.71M | -69K -16.88% | 337,941 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 464287671 Common stock | $-1.67M | -11K -5.42% | 187,859 0.35% of portfolio | low |
| Q1 2026 as of | Add | 46434V621 Common stock | $1.57M | +22K +16.09% | 161,510 0.13% of portfolio | low |
| Q1 2026 as of | Add | 921932885 Common stock | $1.52M | +13K +41.82% | 45,224 0.06% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $1.51M | +5K +3.68% | 132,966 0.51% of portfolio | low |
| Q1 2026 as of | Add | 464287457 Common stock | $1.46M | +18K +414.67% | 21,992 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 78464A144 Common stock | $-1.45M | -50K -13.91% | 308,596 0.11% of portfolio | low |
| Q1 2026 as of | Add | 92203J407 Common stock | $1.44M | +30K +4.23% | 737,987 0.42% of portfolio | low |
| Q1 2026 as of | Trim | 14020Y607 Common stock | $-1.40M | -53K -86.77% | 8,091 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 14021M107 Common stock | $1.40M | +41K +37.12% | 152,375 0.06% of portfolio | low |
| Q1 2026 as of | Add | 14020U100 Common stock | $1.39M | +47K +19.97% | 280,706 0.10% of portfolio | low |
| Q1 2026 as of | Add | 464288356 Common stock | $1.39M | +24K +43.32% | 80,669 0.05% of portfolio | low |
| Q1 2026 as of | Add | 233051432 Common stock | $1.36M | +38K +1.14% | 3,329,468 1.43% of portfolio | low |
| Q1 2026 as of | Add | 81369Y886 Common stock | $1.35M | +29K +27.76% | 134,937 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46434G103 Common stock | $1.34M | +19K +46.44% | 60,614 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 464287804 Common stock | $-1.33M | -11K -3.73% | 277,426 0.41% of portfolio | low |
| Q1 2026 as of | Add | 316188309 Common stock | $1.33M | +29K +7.75% | 405,292 0.22% of portfolio | low |
| Q1 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-1.32M | -4K -10.93% | 36,638 0.13% of portfolio | low |
| Q1 2026 as of | Add | 14020R107 Common stock | $1.30M | +43K +37.79% | 155,239 0.06% of portfolio | low |
| Q1 2026 as of | Add | 14021D107 Common stock | $1.29M | +37K +31.58% | 155,985 0.06% of portfolio | low |
| Q1 2026 as of | Add | 922908652 Common stock | $1.28M | +6K +4.42% | 147,152 0.36% of portfolio | low |
| Q1 2026 as of | Add | 45783Y673 Common stock | $1.18M | +33K +532.81% | 39,709 0.02% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $1.17M | +38K +1.45% | 2,665,661 0.97% of portfolio | low |
| Q1 2026 as of | Add | 33740U778 Common stock | $1.14M | +43K +102.90% | 84,026 0.03% of portfolio | low |
| Q1 2026 as of | Add | 69344A107 Common stock | $1.11M | +22K +47.70% | 69,201 0.04% of portfolio | low |
| Q1 2026 as of | Add | 46434V456 Common stock | $1.10M | +24K +43.57% | 78,329 0.04% of portfolio | low |
| Q1 2026 as of | Add | 47103U845 Common stock | $1.09M | +22K +25.07% | 107,771 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 464286525 Common stock | $-1.06M | -9K -43.37% | 11,612 0.02% of portfolio | low |
| Q1 2026 as of | Add | 31609A206 Common stock | $1.03M | +27K +91.07% | 56,923 0.03% of portfolio | low |
| Q1 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $1.02M | +17K +17.57% | 116,939 0.08% of portfolio | low |
| Q1 2026 as of | Add | 61774R858 Common stock | $967.1K | +19K +394.45% | 24,154 0.01% of portfolio | low |
| Q1 2026 as of | Add | 464288414 Common stock | $941.2K | +9K +11.00% | 89,483 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-935.9K | -7K -14.95% | 40,056 0.06% of portfolio | low |
| Q1 2026 as of | New | 25434V732 Common stock | $911.9K | +26K | 26,395 0.01% of portfolio | low |
| Q1 2026 as of | Add | 92203C303 Common stock | $892.5K | +18K +31.07% | 75,628 0.04% of portfolio | low |
| Q1 2026 as of | New | 78433H501 Common stock | $887.6K | +18K | 17,831 0.01% of portfolio | low |
| Q1 2026 as of | Add | M&T Bank Corp Common stock | $879.0K | +4K +176.72% | 6,658 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464289438 Common stock | $832.1K | +3K +3.26% | 105,934 0.31% of portfolio | low |