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U.S. Capital Wealth Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-27
Closed -$683 – 1102
2022
Q4 		$683 Buy
+27
New +$681 ﹤0.01% 1554

Other funds holding KAPR

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

U.S. Capital Wealth Advisors's KAPR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q1 2023, closing a stake of 27 shares — an estimated $683 sold.

U.S. Capital Wealth Advisors first reported a position in KAPR in Q4 2022 and held it in 1 quarter. The position peaked at $683 in Q4 2022. 56 funds tracked by Wall St. Rank hold KAPR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 27 Innovator US Small Cap Power Buffer ETF April shares in Q1 2023, an estimated $683.
  • U.S. Capital Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $683 in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.