Nikulski Financial, Inc. Innovator U.S. Small Cap Power Transaction History

Nikulski Financial, Inc.

$301 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$23.66 - $26.92 $183,956 - $209,303	-7,775 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$26.55 - $27.83 $206,426 - $216,378	7,775 New	7,775 $212,000

Others Institutions Holding KAPR

# of Institutions

77

Shares Held

2.32M

Call Options Held

0

Put Options Held

0

O Donnell Financial Services, LLC

174K
Shares

$5.58 Million
2.87% of portfolio
Valtinson Bruner Financial Planning LLC

158K
Shares

$5.07 Million
2.66% of portfolio
Spectrum Investment Advisors, Inc. Mequon, WI

149K
Shares

$4.76 Million
3.42% of portfolio
Tradition Wealth Management, LLC

148K
Shares

$4.74 Million
0.48% of portfolio
Commonwealth Equity Services, LLC

147K
Shares

$4.7 Million
0.01% of portfolio

About INNOVATOR U.S. SMALL CAP POWER

Ticker KAPR
Sector ETFs
Industry ETFs

More about KAPR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Nikulski Financial, Inc. with notifications on news.