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 Q2	$441K	Hold	11,076	–	–	0.17%	66
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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

My Personal CFO LLC's KAPR Position: Q2 2026 in Review

My Personal CFO LLC held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q2 2026 at 11,076 shares worth $441K. The position accounts for 0.17% of the portfolio, ranked #66.

My Personal CFO LLC first reported a position in KAPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2021. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

My Personal CFO LLC held 11,076 shares of Innovator US Small Cap Power Buffer ETF April worth $441K as of Q2 2026.
My Personal CFO LLC left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q2 2026.
Innovator US Small Cap Power Buffer ETF April made up 0.17% of My Personal CFO LLC's portfolio in Q2 2026, its #66 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 18 quarters since.
My Personal CFO LLC's Innovator US Small Cap Power Buffer ETF April position peaked at $1.98M in Q4 2021.
104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.