UBS Group’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

UBS Group’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	$13.8K	Buy	+351	New	+$14K	﹤0.01%	8801
2025 Q4	–	Sell	-440	Closed	-$15K	–	10873
2025 Q3	$15K	Buy	+440	New	+$14.7K	﹤0.01%	8333
2024 Q1	–	Sell	-6,150	Closed	-$179K	–	9698
2023 Q4	$179K	Buy	6,150 +6,069	+7,493%	+$164K	﹤0.01%	5840
2023 Q3	$2.17K	Buy	+81	New	+$2.23K	﹤0.01%	7755
2022 Q4	–	Sell	-1,716	Closed	-$41K	–	10942
2022 Q3	$41K	Buy	+1,716	New	+$43.3K	﹤0.01%	6543
2022 Q1	–	Sell	-1,433	Closed	-$39K	–	10582
2021 Q4	$39K	Buy	1,433 +1,131	+375%	+$31.3K	﹤0.01%	7147
2021 Q3	$8K	Sell	302 -864	-74%	-$23.6K	﹤0.01%	8203
2021 Q2	$32K	Buy	+1,166	New	+$31.8K	﹤0.01%	6851
2021 Q1	–	Sell	-1,443	Closed	-$39K	–	9250
2020 Q4	$39K	Buy	+1,443	New	+$38.3K	﹤0.01%	6402

Other funds holding KAPR

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

UBS Group's KAPR Position: Q3 2026 in Review

UBS Group opened a new position in Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2026: 351 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #8801 among its holdings. This is a return to the name: UBS Group previously reported a position in KAPR as recently as Q3 2025.

UBS Group first reported a position in KAPR in Q4 2020 and has held it in 9 quarters since. The position peaked at $179K in Q4 2023. 108 funds tracked by Wall St. Rank hold KAPR as of Q3 2026.

UBS Group held 351 shares of Innovator US Small Cap Power Buffer ETF April worth $13.8K as of Q3 2026.
Innovator US Small Cap Power Buffer ETF April was a new UBS Group position in Q3 2026.
Innovator US Small Cap Power Buffer ETF April made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8801 holding.
UBS Group first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2020 and has held it in 9 quarters since.
UBS Group's Innovator US Small Cap Power Buffer ETF April position peaked at $179K in Q4 2023.
108 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.