Kovitz Investment Group Partners
PSEP icon

Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Kovitz Investment Group Partners’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-349,585
Closed -$15M – 1105
2025
Q3 		$15M Buy
349,585
+108,963
+45% +$4.57M 0.06% 258
2025
Q2 		$9.84M Buy
240,622
+1,831
+0.8% +$71.4K 0.04% 311
2025
Q1 		$9.17M Sell
238,791
-7,575
-3% -$297K 0.05% 287
2024
Q4 		$9.63M Sell
246,366
-1,698
-0.7% -$66.2K 0.05% 274
2024
Q3 		$9.56K Buy
248,064
+30,654
+14% +$1.16M ﹤0.01% 1024
2024
Q2 		$8.15M Buy
+217,410
New +$7.99M 0.07% 208

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