GI
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Gradient Investments’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Gradient Investments’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
Q4 		– Sell
-1,398
Closed -$34K – 1587
2022
Q3 		$34K Sell
1,398
-113,216
-99% -$2.86M ﹤0.01% 551
2022
Q2 		$2.77M Buy
+114,614
New +$2.89M 0.08% 157

Other funds holding KAPR

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gradient Investments's KAPR Position: Q4 2022 in Review

Gradient Investments sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2022, closing a stake of 1,398 shares — an estimated $34K sold.

Gradient Investments first reported a position in KAPR in Q2 2022 and held it in 2 quarters. The position peaked at $2.77M in Q2 2022. 53 funds tracked by Wall St. Rank hold KAPR as of Q4 2022.

  • Gradient Investments reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 1,398 Innovator US Small Cap Power Buffer ETF April shares in Q4 2022, an estimated $34K.
  • Gradient Investments first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and held it in 2 quarters.
  • Gradient Investments's Innovator US Small Cap Power Buffer ETF April position peaked at $2.77M in Q2 2022.
  • 53 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.