SPIA
KAPR icon

Steward Partners Investment Advisory’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Steward Partners Investment Advisory’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 		$75.2K Hold
2,074
– – ﹤0.01% 2552
2025
Q4 		$72.9K Hold
2,074
– – ﹤0.01% 2471
2025
Q3 		$70.9K Sell
2,074
-1,250
-38% -$41.7K ﹤0.01% 2435
2025
Q2 		$108K Sell
3,324
-238
-7% -$7.39K ﹤0.01% 2067
2025
Q1 		$110K Sell
3,562
-245
-6% -$7.92K ﹤0.01% 1962
2024
Q4 		$125K Buy
3,807
+1,224
+47% +$40.6K ﹤0.01% 1868
2024
Q3 		$83.8K Hold
2,583
– – ﹤0.01% 1969
2024
Q2 		$79.6K Hold
2,583
– – ﹤0.01% 1888
2024
Q1 		$80.5K Hold
2,583
– – ﹤0.01% 1870
2023
Q4 		$75.4K Hold
2,583
– – ﹤0.01% 1807
2023
Q3 		$69.1K Hold
2,583
– – ﹤0.01% 1755
2023
Q2 		$71.1K Buy
2,583
+1,643
+175% +$43.8K ﹤0.01% 1739
2023
Q1 		$25K Hold
940
– – ﹤0.01% 2155
2022
Q4 		$23.8K Hold
940
– – ﹤0.01% 2154
2022
Q3 		$23K Hold
940
– – ﹤0.01% 2165
2022
Q2 		$23K Buy
+940
New +$23.7K ﹤0.01% 2161

Other funds holding KAPR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Steward Partners Investment Advisory's KAPR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q1 2026 at 2,074 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Steward Partners Investment Advisory first reported a position in KAPR in Q2 2022 and has held it in 16 quarters since. The position peaked at $125K in Q4 2024. 97 funds tracked by Wall St. Rank hold KAPR as of Q1 2026.

  • Steward Partners Investment Advisory held 2,074 shares of Innovator US Small Cap Power Buffer ETF April worth $75.2K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q1 2026.
  • Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2552 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Innovator US Small Cap Power Buffer ETF April position peaked at $125K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.