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

WealthPLAN 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
2023
Q3 		– Sell
-3,050
Closed -$84K – 740
2023
Q2 		$84K Hold
3,050
– – 0.01% 424
2023
Q1 		$81.1K Buy
+3,050
New +$79.7K 0.01% 464

Other funds holding KAPR

ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

WealthPLAN Partners's KAPR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q3 2023, closing a stake of 3,050 shares — an estimated $84K sold.

WealthPLAN Partners first reported a position in KAPR in Q1 2023 and held it in 2 quarters. The position peaked at $84K in Q2 2023. 74 funds tracked by Wall St. Rank hold KAPR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,050 Innovator US Small Cap Power Buffer ETF April shares in Q3 2023, an estimated $84K.
  • WealthPLAN Partners first reported a position in Innovator US Small Cap Power Buffer ETF April in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator US Small Cap Power Buffer ETF April position peaked at $84K in Q2 2023.
  • 74 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.