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 329,274 shares of PJUL stock, worth $15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

329,274

Previous 314,039 4.85%

Holding current value

$15 Million

Previous $13.8 Million 9.14%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$43.83 - $45.64 $667,750 - $695,325	15,235 Added 4.85%	329,274 $15 Million
Q2 2025 Aug 14, 2025	BUY	$37.66 - $43.85 $3.93 Million - $4.57 Million	104,250 Added 49.69%	314,039 $13.8 Million
Q1 2025 May 13, 2025	SELL	$39.81 - $42.17 $269,712 - $285,701	-6,775 Reduced 3.13%	209,789 $8.43 Million
Q4 2024 Aug 25, 2025	SELL	$40.12 - $41.68 $3.91 Million - $4.06 Million	-97,475 Reduced 31.04%	216,564 $8.92 Million
Q4 2024 Feb 14, 2025	SELL	$40.12 - $41.68 $1.59 Million - $1.66 Million	-39,714 Reduced 15.5%	216,564 $8.92 Million

Q3 2024 Nov 14, 2024	SELL	$37.89 - $40.48 $401,330 - $428,764	-10,592 Reduced 3.97%	256,278 $10.4 Million
Q2 2024 Aug 14, 2024	BUY	$37.29 - $38.87 $9.95 Million - $10.4 Million	266,870 New	266,870 $10.4 Million

Others Institutions Holding PJUL

# of Institutions

271

Shares Held

22.1M

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