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

Bellwether Advisors’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
2025
Q3 		– Sell
-3,216
Closed -$104K – 360
2025
Q2 		$104K Hold
3,216
– – 0.02% 168
2025
Q1 		$99.2K Hold
3,216
– – 0.02% 172
2024
Q4 		$105K Buy
+3,216
New +$107K 0.02% 176

Other funds holding KAPR

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Bellwether Advisors's KAPR Position: Q3 2025 in Review

Bellwether Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2025, closing a stake of 3,216 shares — an estimated $104K sold.

Bellwether Advisors first reported a position in KAPR in Q4 2024 and held it in 3 quarters. The position peaked at $105K in Q4 2024. 99 funds tracked by Wall St. Rank hold KAPR as of Q3 2025.

  • Bellwether Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 3,216 Innovator US Small Cap Power Buffer ETF April shares in Q3 2025, an estimated $104K.
  • Bellwether Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $105K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.