Personal CFO Solutions’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Personal CFO Solutions’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	-352,614	Closed	-$11.4M	–	551
2024 Q3	$11.4M	Buy	352,614 +4,861	+1%	+$154K	1.6%	10
2024 Q2	$10.7M	Buy	+347,753	New	+$10.6M	1.65%	10
2023 Q3	–	Sell	-355,455	Closed	-$9.79M	–	484
2023 Q2	$9.79M	Buy	355,455 +6,620	+2%	+$176K	1.99%	6
2023 Q1	$9.28M	Buy	348,835 +23,117	+7%	+$604K	1.92%	6
2022 Q4	$8.24M	Sell	325,718 -2,160	-0.7%	-$54.4K	1.74%	7
2022 Q3	$7.87M	Sell	327,878 -10,103	-3%	-$255K	1.98%	8
2022 Q2	$8.15M	Buy	+337,981	New	+$8.53M	1.91%	8
2021 Q2	–	Sell	-273,602	Closed	-$7.41M	–	453
2021 Q1	$7.41M	Buy	+273,602	New	+$7.37M	1.6%	10

Other funds holding KAPR

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Personal CFO Solutions's KAPR Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2024, closing a stake of 352,614 shares — an estimated $11.4M sold.

Personal CFO Solutions first reported a position in KAPR in Q1 2021 and held it in 8 quarters. The position peaked at $11.4M in Q3 2024. 102 funds tracked by Wall St. Rank hold KAPR as of Q4 2024.

Personal CFO Solutions reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 352,614 Innovator US Small Cap Power Buffer ETF April shares in Q4 2024, an estimated $11.4M.
Personal CFO Solutions first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2021 and held it in 8 quarters.
Personal CFO Solutions's Innovator US Small Cap Power Buffer ETF April position peaked at $11.4M in Q3 2024.
102 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.