OneDigital Investment Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-7,240	Closed	-$235K	–	1469
2024 Q3	$235K	Sell	7,240 -500	-6%	-$15.9K	﹤0.01%	1278
2024 Q2	$238K	Buy	+7,740	New	+$236K	﹤0.01%	1208

Other funds holding KAPR

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

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

KAS

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

OneDigital Investment Advisors's KAPR Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2024, closing a stake of 7,240 shares — an estimated $235K sold.

OneDigital Investment Advisors first reported a position in KAPR in Q2 2024 and held it in 2 quarters. The position peaked at $238K in Q2 2024. 102 funds tracked by Wall St. Rank hold KAPR as of Q4 2024.

OneDigital Investment Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 7,240 Innovator US Small Cap Power Buffer ETF April shares in Q4 2024, an estimated $235K.
OneDigital Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2024 and held it in 2 quarters.
OneDigital Investment Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $238K in Q2 2024.
102 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.