NFP Retirement Inc’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

NFP Retirement Inc’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	$358K	Sell	9,887 -1,162	-11%	-$41.5K	0.02%	235
2025 Q4	$388K	Hold	11,049	–	–	0.02%	223
2025 Q3	$378K	Hold	11,049	–	–	0.02%	232
2025 Q2	$358K	Hold	11,049	–	–	0.02%	236
2025 Q1	$341K	Hold	11,049	–	–	0.03%	218
2024 Q4	$361K	Hold	11,049	–	–	0.03%	218
2024 Q3	$359K	Buy	11,049 +80	+0.7%	+$2.54K	0.03%	219
2024 Q2	$338K	Hold	10,969	–	–	0.03%	216
2024 Q1	$342K	Buy	+10,969	New	+$321K	0.03%	219

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

NFP Retirement Inc's KAPR Position: Q1 2026 in Review

NFP Retirement Inc reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 11% in Q1 2026, selling an estimated $41.5K and leaving 9,887 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #235.

NFP Retirement Inc first reported a position in KAPR in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q4 2025. 97 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

NFP Retirement Inc held 9,887 shares of Innovator US Small Cap Power Buffer ETF April worth $358K as of Q1 2026.
NFP Retirement Inc sold 1,162 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $41.5K.
Innovator US Small Cap Power Buffer ETF April made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #235 holding.
NFP Retirement Inc first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's Innovator US Small Cap Power Buffer ETF April position peaked at $388K in Q4 2025.
97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.