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ACG Wealth’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

ACG Wealth’s Portfolio KAPR Stock Details KAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-40
Closed -$1K – 647
2022
Q2 		$1K Buy
+40
New +$1.01K ﹤0.01% 870

Other funds holding KAPR

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ACG Wealth's KAPR Position: Q3 2022 in Review

ACG Wealth sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2022, closing a stake of 40 shares — an estimated $1K sold.

ACG Wealth first reported a position in KAPR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 49 funds tracked by Wall St. Rank hold KAPR as of Q3 2022.

  • ACG Wealth reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 40 Innovator US Small Cap Power Buffer ETF April shares in Q3 2022, an estimated $1K.
  • ACG Wealth first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Innovator US Small Cap Power Buffer ETF April position peaked at $1K in Q2 2022.
  • 49 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.