Visionary Wealth Advisors’s Innovator US Small Cap Power Buffer ETF April KAPR Stock Holding History

Visionary 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
2026 Q2	$366K	Sell	9,202 -100	-1%	-$3.85K	0.01%	499
2026 Q1	$337K	Sell	9,302 -25	-0.3%	-$892	0.01%	499
2025 Q4	$328K	Sell	9,327 -25	-0.3%	-$865	0.01%	482
2025 Q3	$320K	Sell	9,352 -100	-1%	-$3.33K	0.01%	476
2025 Q2	$306K	Buy	+9,452	New	+$294K	0.02%	452
2021 Q2	–	Sell	-7,850	Closed	-$213K	–	345
2021 Q1	$213K	Buy	+7,850	New	+$211K	0.02%	304

Other funds holding KAPR

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Visionary Wealth Advisors's KAPR Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF April (KAPR) stake by 1.1% in Q2 2026, selling an estimated $3.85K and leaving 9,202 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #499.

Visionary Wealth Advisors first reported a position in KAPR in Q1 2021 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold KAPR as of Q2 2026.

Visionary Wealth Advisors held 9,202 shares of Innovator US Small Cap Power Buffer ETF April worth $366K as of Q2 2026.
Visionary Wealth Advisors sold 100 Innovator US Small Cap Power Buffer ETF April shares in Q2 2026, an estimated $3.85K.
Innovator US Small Cap Power Buffer ETF April made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #499 holding.
Visionary Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2021 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.