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

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 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 370,275 shares of PJAN stock, worth $16.9 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

370,275

Previous 374,277 1.07%

Holding current value

$16.9 Million

Previous $15.5 Million 5.08%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

257

Shares Held

21.6M

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