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

Arq Wealth Advisors, LLC

$259 Million
Q3 2024

A detailed history of Arq Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 6,334 shares of KAPR stock, worth $215,292. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,334

Holding current value

$215,292

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$30.54 - $32.65 $193,440 - $206,805	6,334 New	6,334 $205,000

Others Institutions Holding KAPR

# of Institutions

Shares Held

3.24M

Call Options Held

Put Options Held

Personal Cfo Solutions, LLC

353K
Shares

$12 Million
1.63% of portfolio
Commonwealth Equity Services, LLC

227K
Shares

$7.72 Million
0.01% of portfolio
O Donnell Financial Services, LLC

172K
Shares

$5.84 Million
2.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

159K
Shares

$5.42 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.23 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
Sector ETFs
Industry ETFs

More about KAPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.

Account

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