Cerity Partners
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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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 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 $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

Cerity Partners's KAPR Position: Q1 2026 in Review

Cerity Partners opened a new position in Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2026: 8,785 shares worth $318K. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings. This is a return to the name: Cerity Partners previously reported a position in KAPR as recently as Q1 2023.

Cerity Partners first reported a position in KAPR in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.86M in Q4 2022. 98 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

  • Cerity Partners held 8,785 shares of Innovator US Small Cap Power Buffer ETF April worth $318K as of Q1 2026.
  • Innovator US Small Cap Power Buffer ETF April was a new Cerity Partners position in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2570 holding.
  • Cerity Partners first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and has held it in 5 quarters since.
  • Cerity Partners's Innovator US Small Cap Power Buffer ETF April position peaked at $1.86M in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.