Visionary Wealth Advisors Innovator U.S. Small Cap Power Transaction History

Visionary Wealth Advisors

$1.44 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$26.55 - $27.83 $208,417 - $218,465	-7,850 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$26.82 - $27.08 $210,537 - $212,578	7,850 New	7,850 $213,000

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

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