Purchases and Sales Made in Q1 2025 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.51K- 5.36% |
$77.3K - $84.4K
|
44.3K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 37.06% |
$78.9K - $86K
|
4.35K
$143K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 8.72% |
$85K - $92.7K
|
28.8K
$949K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3K- 60.0% |
$92.5K - $101K
|
2K
$65.8K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 14.75% |
$120K - $131K
|
22.5K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.98K- 30.13% |
$123K - $134K
|
9.22K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.13K- 32.88% |
$127K - $139K
|
8.43K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.35K- 18.15% |
$196K - $213K
|
28.6K
$942K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.29K- 48.08% |
$255K - $279K
|
8.95K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-8.73K- 48.47% |
$269K - $294K
|
9.28K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 35.67% |
$320K - $349K
|
18.7K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 13.98% |
$357K - $389K
|
71.3K
$2.34M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-16.1K- 25.65% |
$496K - $541K
|
46.6K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.6K- 94.04% |
$574K - $626K
|
1.18K
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.8K- 16.22% |
$578K - $631K
|
96.9K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.3K- 35.86% |
$1.76M - $1.93M
|
102K
$3.37M
|