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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-605
Closed -$16K 1218
2021
Q3
$16K Hold
605
﹤0.01% 1292
2021
Q2
$16K Buy
+605
New +$16.5K ﹤0.01% 1379

Other funds holding KAPR

Arkadios Wealth Advisors's KAPR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2021, closing a stake of 605 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in KAPR in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 47 funds tracked by Wall St. Rank hold KAPR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 605 Innovator US Small Cap Power Buffer ETF April shares in Q4 2021, an estimated $16K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $16K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.