Pillar Wealth Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Pillar Wealth 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 Q3	–	Sell	-17,383	Closed	-$535K	–	35
2024 Q2	$535K	Sell	17,383 -13,238	-43%	-$404K	0.64%	36
2024 Q1	$954K	Hold	30,621	–	–	0.72%	33
2023 Q4	$893K	Sell	30,621 -5,460	-15%	-$148K	0.69%	34
2023 Q3	$965K	Hold	36,081	–	–	0.84%	31
2023 Q2	$994K	Buy	36,081 +9,195	+34%	+$245K	0.83%	30
2023 Q1	$715K	Hold	26,886	–	–	0.71%	30
2022 Q4	$680K	Hold	26,886	–	–	0.66%	32
2022 Q3	$646K	Hold	26,886	–	–	0.64%	32
2022 Q2	$649K	Hold	26,886	–	–	0.66%	32
2022 Q1	$721K	Hold	26,886	–	–	0.7%	26
2021 Q4	$740K	Buy	+26,886	New	+$744K	0.7%	28

Other funds holding KAPR

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Pillar Wealth Advisors's KAPR Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2024, closing a stake of 17,383 shares — an estimated $535K sold.

Pillar Wealth Advisors first reported a position in KAPR in Q4 2021 and held it in 11 quarters. The position peaked at $994K in Q2 2023. 92 funds tracked by Wall St. Rank hold KAPR as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 17,383 Innovator US Small Cap Power Buffer ETF April shares in Q3 2024, an estimated $535K.
Pillar Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $994K in Q2 2023.
92 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.