Stonebridge Financial Group (Pennsylvania)’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q2	–	Sell	-4,386	Closed	-$135K	–	585
2025 Q1	$135K	Hold	4,386	–	–	0.01%	259
2024 Q4	$143K	Buy	+4,386	New	+$145K	0.02%	252

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ODFS

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TWM

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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

Stonebridge Financial Group (Pennsylvania)'s KAPR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q2 2025, closing a stake of 4,386 shares — an estimated $135K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in KAPR in Q4 2024 and held it in 2 quarters. The position peaked at $143K in Q4 2024. 100 funds tracked by Wall St. Rank hold KAPR as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 4,386 Innovator US Small Cap Power Buffer ETF April shares in Q2 2025, an estimated $135K.
Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s Innovator US Small Cap Power Buffer ETF April position peaked at $143K in Q4 2024.
100 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.