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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Sell	8,394 -7	-0.1%	-$270	﹤0.01%	1221
2026 Q1	$305K	Sell	8,401 -106	-1%	-$3.78K	﹤0.01%	1160
2025 Q4	$299K	Buy	+8,507	New	+$294K	﹤0.01%	1137
2025 Q2	$285K	Sell	8,808 -408	-4%	-$12.7K	﹤0.01%	1049
2025 Q1	$284K	Sell	9,216 -3,975	-30%	-$128K	﹤0.01%	936
2024 Q4	$431K	Sell	13,191 -3,410	-21%	-$113K	﹤0.01%	742
2024 Q3	$539K	Buy	+16,601	New	+$526K	﹤0.01%	665

Other funds holding KAPR

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

LPL Financial San Diego, California $445B AUM 25.58% 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

EP Wealth Advisors's KAPR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 0.08% in Q2 2026, selling an estimated $270 and leaving 8,394 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

EP Wealth Advisors first reported a position in KAPR in Q3 2024 and has held it in 7 quarters since. The position peaked at $539K in Q3 2024. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

EP Wealth Advisors held 8,394 shares of Innovator US Small Cap Power Buffer ETF April worth $334K as of Q2 2026.
EP Wealth Advisors sold 7 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $270.
Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1221 holding.
EP Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $539K in Q3 2024.
104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.