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 416,018 shares of PJUN stock, worth $16.8 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
416,018
Previous 309,813 34.28%
Holding current value
$16.8 Million
Previous $11.5 Million 44.25%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$34.48 - $39.76 $3.66 Million - $4.22 Million
106,205 Added 34.28%
416,018 $16.5 Million
Q1 2025

May 13, 2025
SELL
$36.56 - $38.35 $477,510 - $500,889
-13,061 Reduced 4.05%
309,813 $11.5 Million
Q4 2024

Feb 14, 2025
SELL
$36.63 - $37.8 $303,955 - $313,664
-8,298 Reduced 2.51%
322,874 $12.1 Million
Q3 2024

Nov 14, 2024
SELL
$34.72 - $36.88 $783,179 - $831,902
-22,557 Reduced 6.38%
331,172 $12.2 Million
Q2 2024

Aug 14, 2024
BUY
$34.41 - $35.64 $12.2 Million - $12.6 Million
353,729 New
353,729 $12.6 Million

Others Institutions Holding PJUN

# of Institutions
173
Shares Held
15.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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