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

Marcum Wealth, LLC

$988 Million
Q2 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

94

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Personal Cfo Solutions, LLC

348K
Shares

$11 Million
1.68% of portfolio
Commonwealth Equity Services, LLC

229K
Shares

$7.23 Million
0.01% of portfolio
O Donnell Financial Services, LLC

175K
Shares

$5.51 Million
2.63% of portfolio
Valtinson Bruner Financial Planning LLC

157K
Shares

$4.94 Million
2.59% of portfolio
Cetera Investment Advisers Schaumburg, IL

152K
Shares

$4.79 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

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