Kingsview Wealth Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Kingsview Wealth 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 Q4	–	Sell	-7,098	Closed	-$230K	–	1148
2024 Q3	$230K	Buy	7,098 +450	+7%	+$14.3K	﹤0.01%	975
2024 Q2	$205K	Sell	6,648 -2,555	-28%	-$78K	﹤0.01%	983
2024 Q1	$287K	Sell	9,203 -3,866	-30%	-$113K	0.01%	832
2023 Q4	$381K	Sell	13,069 -329	-2%	-$8.89K	0.01%	702
2023 Q3	$358K	Hold	13,398	–	–	0.01%	704
2023 Q2	$369K	Sell	13,398 -331	-2%	-$8.81K	0.01%	677
2023 Q1	$365K	Buy	13,729 +117	+0.9%	+$3.06K	0.02%	658
2022 Q4	$344K	Buy	13,612 +4,019	+42%	+$101K	0.01%	616
2022 Q3	$230K	Sell	9,593 -4,650	-33%	-$117K	0.01%	715
2022 Q2	$344K	Buy	14,243 +2,930	+26%	+$73.9K	0.02%	621
2022 Q1	$303K	Buy	11,313 +450	+4%	+$11.9K	0.01%	698
2021 Q4	$299K	Buy	10,863 +1,144	+12%	+$31.7K	0.01%	730
2021 Q3	$264K	Sell	9,719 -2,460	-20%	-$67.1K	0.01%	720
2021 Q2	$337K	Buy	+12,179	New	+$333K	0.02%	669

Other funds holding KAPR

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

VBFP

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Kingsview Wealth Management's KAPR Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2024, closing a stake of 7,098 shares — an estimated $230K sold.

Kingsview Wealth Management first reported a position in KAPR in Q2 2021 and held it in 14 quarters. The position peaked at $381K in Q4 2023. 102 funds tracked by Wall St. Rank hold KAPR as of Q4 2024.

Kingsview Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 7,098 Innovator US Small Cap Power Buffer ETF April shares in Q4 2024, an estimated $230K.
Kingsview Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2021 and held it in 14 quarters.
Kingsview Wealth Management's Innovator US Small Cap Power Buffer ETF April position peaked at $381K in Q4 2023.
102 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.