Sugarloaf Wealth Management’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Sugarloaf Wealth Management’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	$172K	Hold	5,257	–	–	0.03%	184
2024 Q3	$171K	Hold	5,257	–	–	0.03%	191
2024 Q2	$162K	Buy	5,257 +1,999	+61%	+$61K	0.03%	179
2024 Q1	$102K	Hold	3,258	–	–	0.02%	227
2023 Q4	$95K	Hold	3,258	–	–	0.02%	222
2023 Q3	$87.2K	Hold	3,258	–	–	0.02%	222
2023 Q2	$89.7K	Buy	+3,258	New	+$86.8K	0.02%	215

Other funds holding KAPR

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

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 $26.4B AUM 21.05% 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 $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Sugarloaf Wealth Management's KAPR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Innovator US Small Cap Power Buffer ETF April (KAPR) position steady in Q4 2024 at 5,257 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #184.

Sugarloaf Wealth Management first reported a position in KAPR in Q2 2023 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold KAPR as of Q4 2024.

Sugarloaf Wealth Management held 5,257 shares of Innovator US Small Cap Power Buffer ETF April worth $172K as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Small Cap Power Buffer ETF April share count unchanged in Q4 2024.
Innovator US Small Cap Power Buffer ETF April made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #184 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2023 and has held it in 7 quarters since.
102 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.