Kovitz Investment Group Partners
PMAY icon

Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Kovitz Investment Group Partners’s Portfolio PMAY Stock Details PMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-297,415
Closed -$11.6M – 1090
2025
Q3 		$11.6M Sell
297,415
-5,677
-2% -$218K 0.05% 303
2025
Q2 		$11.5M Buy
303,092
+71,529
+31% +$2.59M 0.05% 282
2025
Q1 		$8.29M Sell
231,563
-6,030
-3% -$218K 0.04% 305
2024
Q4 		$8.53M Sell
237,593
-5,053
-2% -$180K 0.04% 298
2024
Q3 		$8.55K Sell
242,646
-19,419
-7% -$670K ﹤0.01% 1026
2024
Q2 		$8.94M Buy
+262,065
New +$8.71M 0.08% 190

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KWS
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SEP
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