Kovitz Investment Group Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 362,975 shares of PJAN stock, worth $16.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

362,975

Previous 370,275 1.97%

Holding current value

$16.7 Million

Previous $16.3 Million 1.93%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$43.95 - $45.8 $320,835 - $334,340	-7,300 Reduced 1.97%	362,975 $16.6 Million
Q2 2025 Aug 14, 2025	SELL	$38.7 - $44.05 $154,877 - $176,288	-4,002 Reduced 1.07%	370,275 $16.3 Million
Q1 2025 May 13, 2025	BUY	$41.09 - $43.24 $96,766 - $101,830	2,355 Added 0.63%	374,277 $15.5 Million
Q4 2024 Aug 25, 2025	BUY	$41.16 - $42.25 $67,790 - $69,585	1,647 Added 0.44%	371,922 $15.7 Million
Q4 2024 Feb 14, 2025	BUY	$41.16 - $42.25 $2.94 Million - $3.02 Million	71,420 Added 23.77%	371,922 $15.7 Million

Q3 2024 Nov 14, 2024	SELL	$39.31 - $41.32 $534,930 - $562,282	-13,608 Reduced 4.33%	300,502 $12.4 Million
Q2 2024 Aug 14, 2024	BUY	$38.2 - $40.26 $12 Million - $12.6 Million	314,110 New	314,110 $12.6 Million

Others Institutions Holding PJAN

# of Institutions

259

Shares Held

21M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Kovitz Investment Group Partners, LLC Innovator U.S. Equity Power Bu Transaction History