SAG
KAPR icon

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
2026
Q1 		– Sell
-4,542
Closed -$160K – 1557
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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

SageView Advisory Group's KAPR Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2026, closing a stake of 4,542 shares — an estimated $160K sold.

SageView Advisory Group first reported a position in KAPR in Q4 2022 and held it in 12 quarters. The position peaked at $3.15M in Q2 2024. 98 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,542 Innovator US Small Cap Power Buffer ETF April shares in Q1 2026, an estimated $160K.
  • SageView Advisory Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2022 and held it in 12 quarters.
  • SageView Advisory Group's Innovator US Small Cap Power Buffer ETF April position peaked at $3.15M in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.