Dixon Hughes Goodman Wealth Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$1.63M	Buy	60,610 +47,929	+378%	+$1.27M	0.47%	31
2021 Q4	$349K	Buy	+12,681	New	+$351K	0.11%	99

Other funds holding KAPR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KAPR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 378% in Q1 2022, buying an estimated $1.27M and bringing the position to 60,610 shares worth $1.63M. The position accounts for 0.47% of the portfolio, ranked #31.

Dixon Hughes Goodman Wealth Advisors first reported a position in KAPR in Q4 2021 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold KAPR as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 60,610 shares of Innovator US Small Cap Power Buffer ETF April worth $1.63M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 47,929 Innovator US Small Cap Power Buffer ETF April shares in Q1 2022, an estimated $1.27M.
Innovator US Small Cap Power Buffer ETF April made up 0.47% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #31 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2021 and has held it in 2 quarters since.
40 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.