Kovitz Investment Group Partners
PJUL icon

Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Kovitz Investment Group Partners’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-329,274
Closed -$15M – 1083
2025
Q3 		$15M Buy
329,274
+15,235
+5% +$681K 0.06% 257
2025
Q2 		$13.8M Buy
314,039
+104,250
+50% +$4.27M 0.06% 251
2025
Q1 		$8.43M Sell
209,789
-6,775
-3% -$280K 0.04% 302
2024
Q4 		$8.92M Sell
216,564
-39,714
-15% -$1.63M 0.04% 289
2024
Q3 		$10.4K Sell
256,278
-10,592
-4% -$417K ﹤0.01% 1023
2024
Q2 		$10.4M Buy
+266,870
New +$10.2M 0.09% 174

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