Institutional & Family Asset Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Institutional & Family Asset Management’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
2021 Q4	–	Sell	-590	Closed	-$16K	–	861
2021 Q3	$16K	Hold	590	–	–	﹤0.01%	479
2021 Q2	$16K	Buy	+590	New	+$16.1K	﹤0.01%	510

Other funds holding KAPR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PWM

Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Institutional & Family Asset Management's KAPR Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2021, closing a stake of 590 shares — an estimated $16K sold.

Institutional & Family Asset Management first reported a position in KAPR in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q3 2021. 47 funds tracked by Wall St. Rank hold KAPR as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 590 Innovator US Small Cap Power Buffer ETF April shares in Q4 2021, an estimated $16K.
Institutional & Family Asset Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Innovator US Small Cap Power Buffer ETF April position peaked at $16K in Q3 2021.
47 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.