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 310,793 shares of POCT stock, worth $13.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

310,793

Previous 193,254 60.82%

Holding current value

$13.4 Million

Previous $7.98 Million 67.84%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$41.27 - $43.1 $4.85 Million - $5.07 Million	117,539 Added 60.82%	310,793 $13.4 Million
Q2 2025 Aug 14, 2025	SELL	$36.35 - $41.3 $239,800 - $272,456	-6,597 Reduced 3.3%	193,254 $7.98 Million
Q1 2025 May 13, 2025	SELL	$38.53 - $40.49 $52,824 - $55,511	-1,371 Reduced 0.68%	199,851 $7.76 Million
Q4 2024 Aug 25, 2025	BUY	$38.63 - $40.03 $307,803 - $318,959	7,968 Added 4.12%	201,222 $7.96 Million
Q4 2024 Feb 14, 2025	BUY	$38.63 - $40.03 $921,673 - $955,075	23,859 Added 13.45%	201,222 $7.96 Million
Q3 2024 Nov 14, 2024	BUY	$37.79 - $38.95 $769,064 - $792,671	20,351 Added 12.96%	177,363 $6.91 Million
Q2 2024 Aug 14, 2024	BUY	$37.05 - $38.29 $5.82 Million - $6.01 Million	157,012 New	157,012 $6.01 Million

Others Institutions Holding POCT

# of Institutions

221

Shares Held

18.2M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

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