Arete Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 8,913 shares of KAPR stock, worth $306,518. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,913
Previous 8,100 10.04%
Holding current value
$306,518
Previous $250,000 15.6%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$28.5 - $32.39 $23,170 - $26,333
813 Added 10.04%
8,913 $289,000
Q3 2024

Nov 14, 2024
BUY
$30.54 - $32.65 $24,432 - $26,120
800 Added 10.96%
8,100 $263,000
Q2 2024

Aug 13, 2024
BUY
$29.61 - $31.13 $216,153 - $227,249
7,300 New
7,300 $224,000
Q4 2023

Feb 14, 2024
BUY
$25.57 - $29.42 $186,661 - $214,766
7,300 New
7,300 $212,000

Others Institutions Holding KAPR

# of Institutions
107
Shares Held
4.15M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KAPR Quotes by TradingView
  • Ticker KAPR
  • Sector ETFs
  • Industry ETFs
More about KAPR
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