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Independent Financial Group’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Independent Financial Group’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
2025
Q1 		– Sell
-9,325
Closed -$305K – 1223
2024
Q4 		$305K Sell
9,325
-3,839
-29% -$127K 0.01% 894
2024
Q3 		$427K Sell
13,164
-183
-1% -$5.8K 0.02% 715
2024
Q2 		$411K Buy
+13,347
New +$408K 0.02% 681

Other funds holding KAPR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Independent Financial Group's KAPR Position: Q1 2025 in Review

Independent Financial Group sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2025, closing a stake of 9,325 shares — an estimated $305K sold.

Independent Financial Group first reported a position in KAPR in Q2 2024 and held it in 3 quarters. The position peaked at $427K in Q3 2024. 98 funds tracked by Wall St. Rank hold KAPR as of Q1 2025.

  • Independent Financial Group reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 9,325 Innovator US Small Cap Power Buffer ETF April shares in Q1 2025, an estimated $305K.
  • Independent Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's Innovator US Small Cap Power Buffer ETF April position peaked at $427K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.