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Joseph Group Capital Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Joseph Group Capital 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
2024
Q2 		– Sell
-400
Closed -$12.5K – 79
2024
Q1 		$12.5K Buy
+400
New +$11.7K 0.01% 80

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ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Joseph Group Capital Management's KAPR Position: Q2 2024 in Review

Joseph Group Capital Management sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q2 2024, closing a stake of 400 shares — an estimated $12.5K sold.

Joseph Group Capital Management first reported a position in KAPR in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 93 funds tracked by Wall St. Rank hold KAPR as of Q2 2024.

  • Joseph Group Capital Management reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • Joseph Group Capital Management sold 400 Innovator US Small Cap Power Buffer ETF April shares in Q2 2024, an estimated $12.5K.
  • Joseph Group Capital Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2024 and held it in 1 quarter.
  • Joseph Group Capital Management's Innovator US Small Cap Power Buffer ETF April position peaked at $12.5K in Q1 2024.
  • 93 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2024.

Based on Joseph Group Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.