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

EP Wealth Advisors’s Portfolio KAPR Stock Details KAPR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$285K Sell
8,808
-408
-4% -$13.2K ﹤0.01% 1049
2025
Q1 		$284K Sell
9,216
-3,975
-30% -$123K ﹤0.01% 936
2024
Q4 		$431K Sell
13,191
-3,410
-21% -$112K ﹤0.01% 742
2024
Q3 		$539K Buy
+16,601
New +$539K ﹤0.01% 665