Kovitz Investment Group Partners, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 303,092 shares of PMAY stock, worth $11.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

303,092

Previous 231,563 30.89%

Holding current value

$11.7 Million

Previous $8.29 Million 38.17%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$33.11 - $37.79 $2.37 Million - $2.7 Million	71,529 Added 30.89%	303,092 $11.5 Million
Q1 2025 May 13, 2025	SELL	$35.29 - $36.56 $212,798 - $220,456	-6,030 Reduced 2.54%	231,563 $8.29 Million
Q4 2024 Aug 25, 2025	SELL	$35.07 - $36.08 $2.3 Million - $2.36 Million	-65,499 Reduced 21.61%	237,593 $8.53 Million
Q4 2024 Feb 14, 2025	SELL	$35.07 - $36.08 $177,208 - $182,312	-5,053 Reduced 2.08%	237,593 $8.53 Million
Q3 2024 Nov 14, 2024	SELL	$33.3 - $35.24 $646,652 - $684,325	-19,419 Reduced 7.41%	242,646 $8.55 Million
Q2 2024 Aug 14, 2024	BUY	$32.47 - $34.15 $8.51 Million - $8.95 Million	262,065 New	262,065 $8.94 Million

Others Institutions Holding PMAY

# of Institutions

197

Shares Held

13.8M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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Kovitz Investment Group Partners, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History