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BFI Wealth Solutions’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

BFI Wealth Solutions’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 		$4.73M Buy
118,824
+349
+0.3% +$13.4K 3.5% 5
2026
Q1 		$4.32M Buy
118,475
+6,443
+6% +$230K 4.15% 5
2025
Q4 		$3.94M Buy
+112,032
New +$3.88M 3.75% 5

Other funds holding KAPR

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
LPL Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFI Wealth Solutions's KAPR Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 0.29% in Q2 2026, buying an estimated $13.4K and bringing the position to 118,824 shares worth $4.73M. The position accounts for 3.5% of the portfolio, ranked #5.

BFI Wealth Solutions first reported a position in KAPR in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

  • BFI Wealth Solutions held 118,824 shares of Innovator US Small Cap Power Buffer ETF April worth $4.73M as of Q2 2026.
  • BFI Wealth Solutions bought 349 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $13.4K.
  • Innovator US Small Cap Power Buffer ETF April made up 3.5% of BFI Wealth Solutions's portfolio in Q2 2026, its #5 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.