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Triad Wealth Partners’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-554
Closed -$17.1K – 499
2024
Q2 		$17.1K Buy
+554
New +$16.9K 0.01% 374

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ODFS
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Cetera Investment Advisers
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TWM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
KAS
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CCG
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Triad Wealth Partners's KAPR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2024, closing a stake of 554 shares — an estimated $17.1K sold.

Triad Wealth Partners first reported a position in KAPR in Q2 2024 and held it in 1 quarter. The position peaked at $17.1K in Q2 2024. 92 funds tracked by Wall St. Rank hold KAPR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 554 Innovator US Small Cap Power Buffer ETF April shares in Q3 2024, an estimated $17.1K.
  • Triad Wealth Partners first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Small Cap Power Buffer ETF April position peaked at $17.1K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.