Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Innovator International Developed Power Buffer ETF July IJUL Stock Holding History

Kovitz Investment Group Partners’s Portfolio IJUL Stock Details IJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,927
Closed -$292K – 860
2025
Q3 		$292K Buy
+8,927
New +$287K ﹤0.01% 1212
2024
Q4 		– Sell
-10,407
Closed -$306 – 1242
2024
Q3 		$306 Buy
+10,407
New +$298K ﹤0.01% 1049

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Kovitz Investment Group Partners's IJUL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator International Developed Power Buffer ETF July (IJUL) in Q4 2025, closing a stake of 8,927 shares — an estimated $292K sold.

Kovitz Investment Group Partners first reported a position in IJUL in Q3 2024 and held it in 2 quarters. The position peaked at $292K in Q3 2025. 111 funds tracked by Wall St. Rank hold IJUL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Innovator International Developed Power Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,927 Innovator International Developed Power Buffer ETF July shares in Q4 2025, an estimated $292K.
  • Kovitz Investment Group Partners first reported a position in Innovator International Developed Power Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Innovator International Developed Power Buffer ETF July position peaked at $292K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF July as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.