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

Forvis Mazars 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
Q3 		$451K Hold
11,434
– – 0.01% 310
2026
Q2 		$455K Sell
11,434
-738
-6% -$28.4K 0.01% 322
2026
Q1 		$441K Sell
12,172
-1,145
-9% -$40.9K 0.01% 300
2025
Q4 		$468K Hold
13,317
– – 0.01% 295
2025
Q3 		$455K Sell
13,317
-4,307
-24% -$144K 0.01% 299
2025
Q2 		$571K Sell
17,624
-1,073
-6% -$33.3K 0.01% 263
2025
Q1 		$577K Sell
18,697
-10,367
-36% -$335K 0.01% 266
2024
Q4 		$950K Sell
29,064
-10,594
-27% -$351K 0.02% 228
2024
Q3 		$1.29M Sell
39,658
-4,349
-10% -$138K 0.03% 201
2024
Q2 		$1.36M Sell
44,007
-17,847
-29% -$545K 0.03% 187
2024
Q1 		$1.93M Sell
61,854
-4,936
-7% -$144K 0.05% 162
2023
Q4 		$1.95M Sell
66,790
-7,286
-10% -$197K 0.05% 156
2023
Q3 		$1.98M Sell
74,076
-1,038
-1% -$28.6K 0.06% 148
2023
Q2 		$2.07M Sell
75,114
-411
-0.5% -$10.9K 0.06% 158
2023
Q1 		$2.01M Buy
75,525
+9,114
+14% +$238K 0.07% 149
2022
Q4 		$1.68M Sell
66,411
-900
-1% -$22.7K 0.06% 159
2022
Q3 		$1.62M Sell
67,311
-142
-0.2% -$3.58K 0.07% 156
2022
Q2 		$1.63M Buy
+67,453
New +$1.7M 0.07% 143

Other funds holding KAPR

BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
TWML
Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors's KAPR Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q3 2026 at 11,434 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #310.

Forvis Mazars Wealth Advisors first reported a position in KAPR in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.07M in Q2 2023. 32 funds tracked by Wall St. Rank hold KAPR as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 11,434 shares of Innovator US Small Cap Power Buffer ETF April worth $451K as of Q3 2026.
  • Forvis Mazars Wealth Advisors left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q3 2026.
  • Innovator US Small Cap Power Buffer ETF April made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #310 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $2.07M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.