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PlanVest Financial’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

PlanVest Financial’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
Q2 		$9.31K Hold
234
– – 0.01% 411
2026
Q1 		$8.48K Buy
+234
New +$8.35K 0.01% 394

Other funds holding KAPR

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's KAPR Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q2 2026 at 234 shares worth $9.31K. The position accounts for 0.01% of the portfolio, ranked #411.

PlanVest Financial first reported a position in KAPR in Q1 2026 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

  • PlanVest Financial held 234 shares of Innovator US Small Cap Power Buffer ETF April worth $9.31K as of Q2 2026.
  • PlanVest Financial left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q2 2026.
  • Innovator US Small Cap Power Buffer ETF April made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #411 holding.
  • PlanVest Financial first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.