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 340,090 shares of PFEB stock, worth $13.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

340,090

Previous 329,192 3.31%

Holding current value

$13.2 Million

Previous $11.8 Million 9.63%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$33.46 - $38.01 $364,647 - $414,232	10,898 Added 3.31%	340,090 $12.9 Million
Q1 2025 May 13, 2025	BUY	$35.54 - $37.44 $3.91 Million - $4.12 Million	110,070 Added 50.23%	329,192 $11.8 Million
Q4 2024 Aug 25, 2025	SELL	$35.94 - $36.85 $4.35 Million - $4.46 Million	-120,968 Reduced 35.57%	219,122 $8.06 Million
Q4 2024 Feb 14, 2025	SELL	$35.94 - $36.85 $74,755 - $76,648	-2,080 Reduced 0.94%	219,122 $8.06 Million
Q3 2024 Nov 14, 2024	SELL	$34.29 - $36.04 $343,620 - $361,156	-10,021 Reduced 4.33%	221,202 $7.97 Million
Q2 2024 Aug 14, 2024	BUY	$33.41 - $35.14 $7.73 Million - $8.13 Million	231,223 New	231,223 $8.12 Million

Others Institutions Holding PFEB

# of Institutions

227

Shares Held

18.2M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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