Srs Capital Advisors, Inc. Innovator U.S. Small Cap Power Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$26.55 - $27.83 $11,283 - $11,827	-425 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$21.87 - $25.66 $9,294 - $10,905	425 New	425 $11,000

Others Institutions Holding KAPR

# of Institutions

93

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

353K
Shares

$11.8 Million
1.63% of portfolio
Commonwealth Equity Services, LLC

227K
Shares

$7.58 Million
0.01% of portfolio
O Donnell Financial Services, LLC

172K
Shares

$5.73 Million
2.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

159K
Shares

$5.32 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.13 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

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