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

Next 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
2021
Q4 		$86K Hold
3,112
– – 0.01% 1246
2021
Q3 		$85K Hold
3,112
– – 0.01% 1191
2021
Q2 		$86K Buy
3,112
+1,956
+169% +$53.4K 0.01% 1184
2021
Q1 		$31K Buy
+1,156
New +$31.1K ﹤0.01% 1483

Other funds holding KAPR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Next Financial Group's KAPR Position: Q4 2021 in Review

Next Financial Group held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q4 2021 at 3,112 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #1246.

Next Financial Group first reported a position in KAPR in Q1 2021 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold KAPR as of Q4 2021.

  • Next Financial Group held 3,112 shares of Innovator US Small Cap Power Buffer ETF April worth $86K as of Q4 2021.
  • Next Financial Group left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q4 2021.
  • Innovator US Small Cap Power Buffer ETF April made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1246 holding.
  • Next Financial Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2021 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.