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

Forvis Wealth Advisors, LLC

$4.75 Billion
Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 13,317 shares of KAPR stock, worth $455,308. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,317

Previous 17,624 24.44%

Holding current value

$455,308

Previous $570,000 20.18%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$32.42 - $34.27 $139,632 - $147,600	-4,307 Reduced 24.44%	13,317 $455,000
Q2 2025 Jul 29, 2025	SELL	$28.5 - $32.39 $30,580 - $34,754	-1,073 Reduced 5.74%	17,624 $570,000
Q1 2025 May 13, 2025	SELL	$30.82 - $33.62 $319,510 - $348,538	-10,367 Reduced 35.67%	18,697 $576,000
Q4 2024 Feb 03, 2025	SELL	$32.06 - $34.27 $339,643 - $363,056	-10,594 Reduced 26.71%	29,064 $950,000
Q3 2024 Nov 14, 2024	SELL	$30.54 - $32.65 $132,818 - $141,994	-4,349 Reduced 9.88%	39,658 $1.29 Million

Q2 2024 Aug 09, 2024	SELL	$29.61 - $31.13 $528,449 - $555,577	-17,847 Reduced 28.85%	44,007 $1.36 Million
Q1 2024 Apr 19, 2024	SELL	$28.13 - $31.16 $138,849 - $153,805	-4,936 Reduced 7.39%	61,854 $1.93 Million
Q4 2023 Jan 11, 2024	SELL	$25.57 - $29.42 $186,303 - $214,354	-7,286 Reduced 9.84%	66,790 $1.95 Million
Q3 2023 Oct 25, 2023	SELL	$26.55 - $28.31 $27,558 - $29,385	-1,038 Reduced 1.38%	74,076 $1.98 Million
Q2 2023 Aug 08, 2023	SELL	$25.93 - $27.54 $10,657 - $11,318	-411 Reduced 0.54%	75,114 $2.07 Million
Q1 2023 Apr 26, 2023	BUY	$25.22 - $26.64 $229,855 - $242,796	9,114 Added 13.72%	75,525 $2.01 Million
Q4 2022 Feb 02, 2023	SELL	$24.14 - $26.0 $21,726 - $23,400	-900 Reduced 1.34%	66,411 $1.68 Million
Q3 2022 Oct 13, 2022	SELL	$23.93 - $26.6 $3,398 - $3,777	-142 Reduced 0.21%	67,311 $1.62 Million
Q2 2022 Jul 22, 2022	BUY	$23.66 - $26.92 $1.6 Million - $1.82 Million	67,453 New	67,453 $1.63 Million

Others Institutions Holding KAPR

# of Institutions

110

Shares Held

3.56M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

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