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

Whipplewood 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
2025 Q2	–	Sell	-1,180	Closed	-$63.7K	–	1244
2025 Q1	$63.7K	Sell	1,180 -18,614	-94%	-$601K	0.04%	275
2024 Q4	$647K	Buy	+19,794	New	+$656K	0.37%	66

Other funds holding KAPR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Whipplewood Advisors's KAPR Position: Q2 2025 in Review

Whipplewood Advisors sold out of Innovator US Small Cap Power Buffer ETF April (KAPR) in Q2 2025, closing a stake of 1,180 shares — an estimated $63.7K sold.

Whipplewood Advisors first reported a position in KAPR in Q4 2024 and held it in 2 quarters. The position peaked at $647K in Q4 2024. 100 funds tracked by Wall St. Rank hold KAPR as of Q2 2025.

Whipplewood Advisors reported no remaining Innovator US Small Cap Power Buffer ETF April position as of Q2 2025 after selling out during the quarter.
Whipplewood Advisors sold 1,180 Innovator US Small Cap Power Buffer ETF April shares in Q2 2025, an estimated $63.7K.
Whipplewood Advisors first reported a position in Innovator US Small Cap Power Buffer ETF April in Q4 2024 and held it in 2 quarters.
Whipplewood Advisors's Innovator US Small Cap Power Buffer ETF April position peaked at $647K in Q4 2024.
100 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF April as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.