Avantax Advisory Services, Inc. Innovator U.S. Small Cap Power Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 36,835 shares of KAPR stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,835
Previous 33,398 10.29%
Holding current value
$1.26 Million
Previous $1.03 Million 15.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025
BUY
$28.5 - $32.39 $97,954 - $111,324
3,437 Added 10.29%
36,835 $1.19 Million
Q1 2025

May 06, 2025
SELL
$30.82 - $33.62 $6,164 - $6,723
-200 Reduced 0.6%
33,398 $1.03 Million
Q4 2024

Feb 07, 2025
SELL
$32.06 - $34.27 $2,693 - $2,878
-84 Reduced 0.25%
33,598 $1.1 Million
Q3 2024

Nov 13, 2024
BUY
$30.54 - $32.65 $9,711 - $10,382
318 Added 0.95%
33,682 $1.09 Million
Q2 2024

Aug 09, 2024
BUY
$29.61 - $31.13 $84,299 - $88,627
2,847 Added 9.33%
33,364 $1.03 Million
Q1 2024

May 08, 2024
SELL
$28.13 - $31.16 $115,333 - $127,756
-4,100 Reduced 11.84%
30,517 $950,000
Q4 2023

Feb 07, 2024
SELL
$25.57 - $29.42 $2.44 Million - $2.81 Million
-95,426 Reduced 73.38%
34,617 $1.01 Million
Q3 2023

Nov 07, 2023
BUY
$26.55 - $28.31 $22,859 - $24,374
861 Added 0.67%
130,043 $3.48 Million
Q2 2023

Aug 11, 2023
BUY
$25.93 - $27.54 $1.08 Million - $1.14 Million
41,496 Added 47.32%
129,182 $3.56 Million
Q1 2023

Apr 28, 2023
BUY
$25.22 - $26.64 $401,830 - $424,455
15,933 Added 22.21%
87,686 $2.33 Million
Q4 2022

Feb 13, 2023
BUY
$24.14 - $26.0 $359,686 - $387,400
14,900 Added 26.21%
71,753 $1.81 Million
Q3 2022

Nov 01, 2022
BUY
$23.93 - $26.6 $496,906 - $552,349
20,765 Added 57.54%
56,853 $1.37 Million
Q2 2022

Aug 02, 2022
BUY
$23.66 - $26.92 $243,650 - $277,222
10,298 Added 39.93%
36,088 $871,000
Q1 2022

Apr 27, 2022
BUY
$25.8 - $27.78 $250,260 - $269,466
9,700 Added 60.29%
25,790 $690,000
Q4 2021

Jan 24, 2022
BUY
$26.91 - $28.48 $75,428 - $79,829
2,803 Added 21.1%
16,090 $443,000
Q3 2021

Oct 21, 2021
SELL
$26.64 - $27.78 $5,407 - $5,639
-203 Reduced 1.5%
13,287 $359,000
Q2 2021

Jul 29, 2021
BUY
$26.55 - $27.83 $358,159 - $375,426
13,490 New
13,490 $371,000
Q4 2020

Jan 22, 2021
SELL
$25.96 - $26.86 $1.22 Million - $1.26 Million
-46,866 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$25.09 - $26.09 $1.18 Million - $1.22 Million
46,866 New
46,866 $1.21 Million

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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email