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

Forvis Wealth Advisors, LLC

  • $4 Billion
  • Q1 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 18,697 shares of KAPR stock, worth $589,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,697
Previous 29,064 35.67%
Holding current value
$589,329
Previous $950,000 39.37%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
104
Shares Held
4.31M
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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