LFG
KAPR icon

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

Larson 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
2023
Q4 		– Sell
-636
Closed -$17K – 1863
2023
Q3 		$17K Buy
+636
New +$17.5K ﹤0.01% 862

Other funds holding KAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Larson Financial Group's KAPR Position: Q4 2023 in Review

Larson Financial Group sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2023, closing a stake of 636 shares — an estimated $17K sold.

Larson Financial Group first reported a position in KAPR in Q3 2023 and held it in 1 quarter. The position peaked at $17K in Q3 2023. 83 funds tracked by Wall St. Rank hold KAPR as of Q4 2023.

  • Larson Financial Group reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • Larson Financial Group sold 636 Innovator US Small Cap Power Buffer ETF April shares in Q4 2023, an estimated $17K.
  • Larson Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q3 2023 and held it in 1 quarter.
  • Larson Financial Group's Innovator US Small Cap Power Buffer ETF April position peaked at $17K in Q3 2023.
  • 83 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2023.

Based on Larson Financial Group's 13F filing for Q4 2023, filed 1 Feb 2024.