Bedel Financial Consulting’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-4,014	Closed	-$108K	–	548
2022 Q1	$108K	Hold	4,014	–	–	0.03%	263
2021 Q4	$111K	Sell	4,014 -60	-1%	-$1.66K	0.03%	266
2021 Q3	$111K	Hold	4,074	–	–	0.04%	259
2021 Q2	$113K	Sell	4,074 -399	-9%	-$10.9K	0.04%	248
2021 Q1	$121K	Hold	4,473	–	–	0.05%	235
2020 Q4	$120K	Hold	4,473	–	–	0.05%	205
2020 Q3	$116K	Sell	4,473 -999	-18%	-$25.7K	0.06%	190
2020 Q2	$138K	Buy	+5,472	New	+$133K	0.07%	165

Other funds holding KAPR

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Bedel Financial Consulting's KAPR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q2 2022, closing a stake of 4,014 shares — an estimated $108K sold.

Bedel Financial Consulting first reported a position in KAPR in Q2 2020 and held it in 8 quarters. The position peaked at $138K in Q2 2020. 50 funds tracked by Wall St. Rank hold KAPR as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 4,014 Innovator US Small Cap Power Buffer ETF April shares in Q2 2022, an estimated $108K.
Bedel Financial Consulting first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2020 and held it in 8 quarters.
Bedel Financial Consulting's Innovator US Small Cap Power Buffer ETF April position peaked at $138K in Q2 2020.
50 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.