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 Q2	$2.21M	Sell	55,618 -34,512	-38%	-$1.33M	0.2%	33
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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berkshire Money Management's KAPR Position: Q2 2026 in Review

Berkshire Money Management reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 38% in Q2 2026, selling an estimated $1.33M and leaving 55,618 shares worth $2.21M. The position accounts for 0.2% of the portfolio, ranked #33.

Berkshire Money Management first reported a position in KAPR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.53M in Q4 2025. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

Berkshire Money Management held 55,618 shares of Innovator US Small Cap Power Buffer ETF April worth $2.21M as of Q2 2026.
Berkshire Money Management sold 34,512 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $1.33M.
Innovator US Small Cap Power Buffer ETF April made up 0.2% of Berkshire Money Management's portfolio in Q2 2026, its #33 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 5 quarters since.
Berkshire Money Management's Innovator US Small Cap Power Buffer ETF April position peaked at $3.53M in Q4 2025.
104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.