Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q3 		– Sell
-311
Closed -$9.58K – 3728
2024
Q2 		$9.58K Buy
+311
New +$9.5K ﹤0.01% 2662
2024
Q1 		– Sell
-302
Closed -$8.81K – 3689
2023
Q4 		$8.81K Buy
+302
New +$8.16K ﹤0.01% 2685

Other funds holding KAPR

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return

Northwestern Mutual Wealth Management's KAPR Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2024, closing a stake of 311 shares — an estimated $9.58K sold.

Northwestern Mutual Wealth Management first reported a position in KAPR in Q4 2023 and held it in 2 quarters. The position peaked at $9.58K in Q2 2024. 92 funds tracked by Wall St. Rank hold KAPR as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 311 Innovator US Small Cap Power Buffer ETF April shares in Q3 2024, an estimated $9.58K.
  • Northwestern Mutual Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Innovator US Small Cap Power Buffer ETF April position peaked at $9.58K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.