Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History

Kovitz Investment Group Partners’s Portfolio PDEC Stock Details PDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43.5M Buy
1,087,402
+44,192
+4% +$1.77M 0.19% 108
2025
Q1 		$39.2M Sell
1,043,210
-26,680
-2% -$1M 0.2% 105
2024
Q4 		$41.1M Buy
1,069,890
+93,074
+10% +$3.58M 0.2% 101
2024
Q3 		$37.4K Sell
976,816
-28,601
-3% -$1.1K ﹤0.01% 1008
2024
Q2 		$37.7M Buy
+1,005,417
New +$37.7M 0.32% 54