Signature Estate & Investment Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Signature Estate & Investment 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 Q4	–	Sell	-8,619	Closed	-$280K	–	553
2024 Q3	$280K	Sell	8,619 -3,214	-27%	-$102K	0.01%	417
2024 Q2	$364K	Buy	+11,833	New	+$361K	0.01%	353

Other funds holding KAPR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 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 $399M AUM 12.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Signature Estate & Investment Advisors's KAPR Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q4 2024, closing a stake of 8,619 shares — an estimated $280K sold.

Signature Estate & Investment Advisors first reported a position in KAPR in Q2 2024 and held it in 2 quarters. The position peaked at $364K in Q2 2024. 102 funds tracked by Wall St. Rank hold KAPR as of Q4 2024.

Signature Estate & Investment Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 8,619 Innovator US Small Cap Power Buffer ETF April shares in Q4 2024, an estimated $280K.
Signature Estate & Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2024 and held it in 2 quarters.
Signature Estate & Investment Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $364K in Q2 2024.
102 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.