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Berkshire Money Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Berkshire Money Management’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
2026
Q1 		$3.27M Sell
90,130
-10,334
-10% -$369K 0.33% 31
2025
Q4 		$3.53M Sell
100,464
-769
-0.8% -$26.6K 0.34% 24
2025
Q3 		$3.46M Sell
101,233
-507
-0.5% -$16.9K 0.36% 25
2025
Q2 		$3.29M Buy
+101,740
New +$3.16M 0.35% 24

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Berkshire Money Management's KAPR Position: Q1 2026 in Review

Berkshire Money Management reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 10% in Q1 2026, selling an estimated $369K and leaving 90,130 shares worth $3.27M. The position accounts for 0.33% of the portfolio, ranked #31.

Berkshire Money Management first reported a position in KAPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.53M in Q4 2025. 97 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

  • Berkshire Money Management held 90,130 shares of Innovator US Small Cap Power Buffer ETF April worth $3.27M as of Q1 2026.
  • Berkshire Money Management sold 10,334 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $369K.
  • Innovator US Small Cap Power Buffer ETF April made up 0.33% of Berkshire Money Management's portfolio in Q1 2026, its #31 holding.
  • Berkshire Money Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2025 and has held it in 4 quarters since.
  • Berkshire Money Management's Innovator US Small Cap Power Buffer ETF April position peaked at $3.53M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.