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

Visionary Wealth Advisors

$1.57 Billion
Q3 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

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

Ticker KAPR
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