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

Marcum Wealth’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
2020
Q3 		– Sell
-72,647
Closed -$1.83M – 124
2020
Q2 		$1.83M Buy
+72,647
New +$1.77M 0.56% 30

Other funds holding KAPR

Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Bedel Financial Consulting
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Marcum Wealth's KAPR Position: Q3 2020 in Review

Marcum Wealth sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2020, closing a stake of 72,647 shares — an estimated $1.83M sold.

Marcum Wealth first reported a position in KAPR in Q2 2020 and held it in 1 quarter. The position peaked at $1.83M in Q2 2020. 12 funds tracked by Wall St. Rank hold KAPR as of Q3 2020.

  • Marcum Wealth reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2020 after selling out during the quarter.
  • Marcum Wealth sold 72,647 Innovator US Small Cap Power Buffer ETF April shares in Q3 2020, an estimated $1.83M.
  • Marcum Wealth first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2020 and held it in 1 quarter.
  • Marcum Wealth's Innovator US Small Cap Power Buffer ETF April position peaked at $1.83M in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2020.

Based on Marcum Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.