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DHJJ Financial Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

DHJJ Financial 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 		$907K Sell
25,013
-170
-0.7% -$6.07K 0.3% 62
2025
Q4 		$885K Sell
25,183
-521
-2% -$18K 0.29% 66
2025
Q3 		$879K Hold
25,704
– – 0.3% 64
2025
Q2 		$832K Buy
25,704
+3,235
+14% +$100K 0.3% 63
2025
Q1 		$693K Sell
22,469
-1,415
-6% -$45.7K 0.28% 68
2024
Q4 		$781K Hold
23,884
– – 0.3% 62
2024
Q3 		$775K Sell
23,884
-440
-2% -$14K 0.31% 61
2024
Q2 		$749K Buy
24,324
+6,443
+36% +$197K 0.32% 62
2024
Q1 		$557K Sell
17,881
-600
-3% -$17.6K 0.25% 75
2023
Q4 		$539K Sell
18,481
-800
-4% -$21.6K 0.25% 70
2023
Q3 		$516K Sell
19,281
-500
-3% -$13.8K 0.26% 70
2023
Q2 		$545K Buy
19,781
+1,962
+11% +$52.3K 0.28% 72
2023
Q1 		$474K Sell
17,819
-385
-2% -$10.1K 0.26% 81
2022
Q4 		$460K Sell
18,204
-339
-2% -$8.54K 0.26% 77
2022
Q3 		$445K Sell
18,543
-15
-0.1% -$378 0.26% 77
2022
Q2 		$448K Buy
18,558
+900
+5% +$22.7K 0.25% 82
2022
Q1 		$475K Sell
17,658
-26
-0.1% -$690 0.23% 84
2021
Q4 		$487K Buy
17,684
+167
+1% +$4.62K 0.23% 79
2021
Q3 		$478K Buy
17,517
+15
+0.1% +$409 0.25% 78
2021
Q2 		$484K Buy
+17,502
New +$478K 0.26% 74

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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 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

DHJJ Financial Advisors's KAPR Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 0.68% in Q1 2026, selling an estimated $6.07K and leaving 25,013 shares worth $907K. The position accounts for 0.3% of the portfolio, ranked #62.

DHJJ Financial Advisors first reported a position in KAPR in Q2 2021 and has held it in 20 quarters since. 97 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

  • DHJJ Financial Advisors held 25,013 shares of Innovator US Small Cap Power Buffer ETF April worth $907K as of Q1 2026.
  • DHJJ Financial Advisors sold 170 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $6.07K.
  • Innovator US Small Cap Power Buffer ETF April made up 0.3% of DHJJ Financial Advisors's portfolio in Q1 2026, its #62 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2021 and has held it in 20 quarters since.
  • 97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.