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

Todd 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
2026
Q3 		$1.2M Sell
30,381
-736
-2% -$29.4K 0.91% 29
2026
Q2 		$1.24M Buy
31,117
+1,711
+6% +$65.9K 0.94% 28
2026
Q1 		$1.07M Sell
29,406
-200
-0.7% -$7.14K 0.97% 30
2025
Q4 		$1.04M Buy
+29,606
New +$1.02M 0.94% 30

Other funds holding KAPR

BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Todd Wealth Management's KAPR Position: Q3 2026 in Review

Todd Wealth Management reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 2.4% in Q3 2026, selling an estimated $29.4K and leaving 30,381 shares worth $1.2M. The position accounts for 0.91% of the portfolio, ranked #29.

Todd Wealth Management first reported a position in KAPR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.24M in Q2 2026. 44 funds tracked by Wall St. Rank hold KAPR as of Q3 2026.

  • Todd Wealth Management held 30,381 shares of Innovator US Small Cap Power Buffer ETF April worth $1.2M as of Q3 2026.
  • Todd Wealth Management sold 736 Innovator US Small Cap Power Buffer ETF April shares in Q3 2026, an estimated $29.4K.
  • Innovator US Small Cap Power Buffer ETF April made up 0.91% of Todd Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Todd Wealth Management first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Innovator US Small Cap Power Buffer ETF April position peaked at $1.24M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.