SageView Advisory Group’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

SageView Advisory Group’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
2025 Q4	$160K	Buy	+4,542	New	+$157K	0.01%	661
2025 Q3	–	Sell	-65,499	Closed	-$2.16M	–	652
2025 Q2	$2.16M	Buy	65,499 +18,867	+40%	+$586K	0.08%	128
2025 Q1	$1.44M	Sell	46,632 -16,091	-26%	-$520K	0.06%	172
2024 Q4	$2.05M	Sell	62,723 -30,122	-32%	-$998K	0.09%	124
2024 Q3	$3.01M	Sell	92,845 -9,334	-9%	-$296K	0.15%	82
2024 Q2	$3.15M	Buy	102,179 +71,431	+232%	+$2.18M	0.15%	88
2024 Q1	$906K	Sell	30,748 -71,075	-70%	-$2.08M	0.05%	212
2023 Q4	$2.95M	Buy	101,823 +14,497	+17%	+$392K	0.13%	103
2023 Q3	$2.34M	Sell	87,326 -602	-0.7%	-$16.6K	0.13%	102
2023 Q2	$2.42M	Buy	87,928 +34,240	+64%	+$912K	0.13%	100
2023 Q1	$1.43M	Buy	53,688 +30,239	+129%	+$791K	0.09%	147
2022 Q4	$593K	Buy	+23,449	New	+$591K	0.05%	219

Other funds holding KAPR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

KAS

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

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

SageView Advisory Group's KAPR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2025: 4,542 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in KAPR as recently as Q2 2025.

SageView Advisory Group first reported a position in KAPR in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.15M in Q2 2024. 95 funds tracked by Wall St. Rank hold KAPR as of Q4 2025.

SageView Advisory Group held 4,542 shares of Innovator US Small Cap Power Buffer ETF April worth $160K as of Q4 2025.
Innovator US Small Cap Power Buffer ETF April was a new SageView Advisory Group position in Q4 2025.
Innovator US Small Cap Power Buffer ETF April made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #661 holding.
SageView Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Innovator US Small Cap Power Buffer ETF April position peaked at $3.15M in Q2 2024.
95 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.