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

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 09, 2020	SELL	$25.09 - $26.09 $1.82 Million - $1.9 Million	-72,647 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$21.87 - $25.66 $1.59 Million - $1.86 Million	72,647 New	72,647 $1.83 Million

Others Institutions Holding KAPR

# of Institutions

93

Shares Held

3.24M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

353K
Shares

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

227K
Shares

$7.76 Million
0.01% of portfolio
O Donnell Financial Services, LLC

172K
Shares

$5.87 Million
2.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

159K
Shares

$5.44 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

154K
Shares

$5.25 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

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