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Valtinson Bruner Financial Planning’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Valtinson Bruner Financial Planning’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
Q2 		$707K Buy
17,765
+1,890
+12% +$72.8K 0.18% 68
2026
Q1 		$575K Hold
15,875
– – 0.16% 74
2025
Q4 		$558K Hold
15,875
– – 0.16% 73
2025
Q3 		$543K Sell
15,875
-700
-4% -$23.3K 0.16% 75
2025
Q2 		$537K Sell
16,575
-70,551
-81% -$2.19M 0.17% 75
2025
Q1 		$2.69M Sell
87,126
-717
-0.8% -$23.2K 0.91% 23
2024
Q4 		$2.87M Sell
87,843
-1,665
-2% -$55.2K 1% 24
2024
Q3 		$2.91M Sell
89,508
-67,076
-43% -$2.13M 1.01% 22
2024
Q2 		$4.82M Sell
156,584
-1,840
-1% -$56.2K 1.91% 16
2024
Q1 		$4.94M Sell
158,424
-3,772
-2% -$110K 2.1% 15
2023
Q4 		$4.73M Sell
162,196
-1,375
-0.8% -$37.2K 2.43% 11
2023
Q3 		$4.38M Sell
163,571
-1,500
-0.9% -$41.3K 2.39% 10
2023
Q2 		$4.55M Sell
165,071
-35
-0% -$932 2.45% 11
2023
Q1 		$4.39M Sell
165,106
-1,360
-0.8% -$35.6K 2.51% 10
2022
Q4 		$4.32M Sell
166,466
-2,290
-1% -$57.7K 2.5% 10
2022
Q3 		$4.05M Sell
168,756
-2,104
-1% -$53.1K 2.5% 9
2022
Q2 		$4.12M Sell
170,860
-1,198
-0.7% -$30.2K 2.51% 11
2022
Q1 		$4.52M Sell
172,058
-1,381
-0.8% -$36.7K 2.59% 9
2021
Q4 		$4.78M Sell
173,439
-1,307
-0.7% -$36.2K 2.62% 11
2021
Q3 		$4.85M Sell
174,746
-442
-0.3% -$12.1K 2.66% 12
2021
Q2 		$4.72M Sell
175,188
-3,839
-2% -$105K 2.7% 12
2021
Q1 		$4.87M Buy
+179,027
New +$4.82M 2.87% 9
2020
Q3 		– Sell
-32,909
Closed -$855K – 73
2020
Q2 		$855K Buy
+32,909
New +$800K 0.61% 37

Other funds holding KAPR

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Valtinson Bruner Financial Planning's KAPR Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 12% in Q2 2026, buying an estimated $72.8K and bringing the position to 17,765 shares worth $707K. The position accounts for 0.18% of the portfolio, ranked #68.

Valtinson Bruner Financial Planning first reported a position in KAPR in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.94M in Q1 2024. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

  • Valtinson Bruner Financial Planning held 17,765 shares of Innovator US Small Cap Power Buffer ETF April worth $707K as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 1,890 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $72.8K.
  • Innovator US Small Cap Power Buffer ETF April made up 0.18% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #68 holding.
  • Valtinson Bruner Financial Planning first reported a position in Innovator US Small Cap Power Buffer ETF April in Q2 2020 and has held it in 23 quarters since.
  • Valtinson Bruner Financial Planning's Innovator US Small Cap Power Buffer ETF April position peaked at $4.94M in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.