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

Merit 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
2026
Q2 		$653K Sell
16,413
-649
-4% -$25K ﹤0.01% 1336
2026
Q1 		$619K Buy
17,062
+302
+2% +$10.8K ﹤0.01% 1245
2025
Q4 		$589K Sell
16,760
-69
-0.4% -$2.39K ﹤0.01% 1200
2025
Q3 		$576K Hold
16,829
– – 0.01% 1100
2025
Q2 		$545K Buy
+16,829
New +$523K 0.01% 1062

Other funds holding KAPR

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Merit Financial Group's KAPR Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 3.8% in Q2 2026, selling an estimated $25K and leaving 16,413 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Merit Financial Group first reported a position in KAPR in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

  • Merit Financial Group held 16,413 shares of Innovator US Small Cap Power Buffer ETF April worth $653K as of Q2 2026.
  • Merit Financial Group sold 649 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $25K.
  • Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1336 holding.
  • Merit Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.