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

Cerity 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
2026 Q2	$350K	Hold	8,785	–	–	﹤0.01%	2683
2026 Q1	$318K	Buy	+8,785	New	+$314K	﹤0.01%	2570
2023 Q2	–	Sell	-29,541	Closed	-$786K	–	1814
2023 Q1	$786K	Sell	29,541 -44,166	-60%	-$1.15M	﹤0.01%	1087
2022 Q4	$1.86M	Buy	73,707 +29,541	+67%	+$745K	0.01%	533
2022 Q3	$1.06M	Hold	44,166	–	–	0.01%	503
2022 Q2	$1.06M	Buy	+44,166	New	+$1.11M	0.01%	535

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

Cerity Partners's KAPR Position: Q2 2026 in Review

Cerity Partners held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q2 2026 at 8,785 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Cerity Partners first reported a position in KAPR in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.86M in Q4 2022. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

Cerity Partners held 8,785 shares of Innovator US Small Cap Power Buffer ETF April worth $350K as of Q2 2026.
Cerity Partners left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2683 holding.
Cerity Partners first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and has held it in 6 quarters since.
Cerity Partners's Innovator US Small Cap Power Buffer ETF April position peaked at $1.86M in Q4 2022.
104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.