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Cary Street Partners’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Cary Street Partners’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
Q1 		– Sell
-6,609
Closed -$216K – 885
2024
Q4 		$216K Buy
+6,609
New +$219K 0.01% 698

Other funds holding KAPR

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AF
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cary Street Partners's KAPR Position: Q1 2025 in Review

Cary Street Partners sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2025, closing a stake of 6,609 shares — an estimated $216K sold.

Cary Street Partners first reported a position in KAPR in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 98 funds tracked by Wall St. Rank hold KAPR as of Q1 2025.

  • Cary Street Partners reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • Cary Street Partners sold 6,609 Innovator US Small Cap Power Buffer ETF April shares in Q1 2025, an estimated $216K.
  • Cary Street Partners first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2024 and held it in 1 quarter.
  • Cary Street Partners's Innovator US Small Cap Power Buffer ETF April position peaked at $216K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2025.

Based on Cary Street Partners's 13F filing for Q1 2025, filed 9 May 2025.