Clear Point Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Clear Point Advisors’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	–	Sell	-15,459	Closed	-$543K	–	113
2025 Q4	$543K	Hold	15,459	–	–	0.42%	71
2025 Q3	$529K	Hold	15,459	–	–	0.41%	73
2025 Q2	$501K	Buy	15,459 +807	+6%	+$25.1K	0.42%	68
2025 Q1	$480K	Hold	14,652	–	–	0.43%	64
2024 Q4	$479K	Hold	14,652	–	–	0.41%	70
2024 Q3	$476K	Hold	14,652	–	–	0.37%	70
2024 Q2	$451K	Hold	14,652	–	–	0.37%	70
2024 Q1	$457K	Hold	14,652	–	–	0.38%	70
2023 Q4	$427K	Buy	+14,652	New	+$396K	0.38%	67

Other funds holding KAPR

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

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

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

BWS

BFI Wealth Solutions Dallas, Texas $135M 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Clear Point Advisors's KAPR Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2026, closing a stake of 15,459 shares — an estimated $543K sold.

Clear Point Advisors first reported a position in KAPR in Q4 2023 and held it in 9 quarters. The position peaked at $543K in Q4 2025. 98 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 15,459 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $543K.
Clear Point Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $543K in Q4 2025.
98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.