My Personal CFO LLC’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

My Personal CFO LLC’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 Q1	$402K	Sell	11,076 -1,655	-13%	-$59.1K	0.18%	64
2025 Q4	$447K	Buy	+12,731	New	+$441K	0.19%	65
2025 Q3	–	Sell	-12,731	Closed	-$412K	–	132
2025 Q2	$412K	Hold	12,731	–	–	0.19%	66
2025 Q1	$393K	Sell	12,731 -1,000	-7%	-$32.3K	0.2%	63
2024 Q4	$449K	Hold	13,731	–	–	0.23%	61
2024 Q3	$446K	Hold	13,731	–	–	0.24%	62
2024 Q2	$423K	Hold	13,731	–	–	0.23%	67
2024 Q1	$428K	Hold	13,731	–	–	0.25%	68
2023 Q4	$401K	Hold	13,731	–	–	0.26%	66
2023 Q3	$367K	Hold	13,731	–	–	0.3%	59
2023 Q2	$378K	Hold	13,731	–	–	0.3%	58
2023 Q1	$365K	Buy	13,731 +8,392	+157%	+$219K	0.31%	54
2022 Q4	$347K	Sell	5,339 -2	-0%	-$50	0.32%	50
2022 Q3	$383K	Sell	5,341 -48,390	-90%	-$1.22M	0.58%	39
2022 Q2	$1.3M	Sell	53,731 -18,000	-25%	-$454K	1.66%	18
2022 Q1	$1.92M	Hold	71,731	–	–	1.99%	13
2021 Q4	$1.98M	Buy	+71,731	New	+$1.98M	1.72%	13

Other funds holding KAPR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

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

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

My Personal CFO LLC's KAPR Position: Q1 2026 in Review

My Personal CFO LLC reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 13% in Q1 2026, selling an estimated $59.1K and leaving 11,076 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #64.

My Personal CFO LLC first reported a position in KAPR in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.98M in Q4 2021. 97 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

My Personal CFO LLC held 11,076 shares of Innovator US Small Cap Power Buffer ETF April worth $402K as of Q1 2026.
My Personal CFO LLC sold 1,655 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $59.1K.
Innovator US Small Cap Power Buffer ETF April made up 0.18% of My Personal CFO LLC's portfolio in Q1 2026, its #64 holding.
My Personal CFO LLC first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's Innovator US Small Cap Power Buffer ETF April position peaked at $1.98M in Q4 2021.
97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.