Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.1K+ 100.0% |
$444K - $452K
|
26.1K
$893K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
12.7KNew |
$433K - $441K
|
12.7K
$435K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
10.5K+ 99.81% |
$356K - $363K
|
21K
$716K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
11+ 0.17% |
$374 - $381
|
6.46K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.05% |
$306 - $312
|
17.2K
$587K
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5- 0.07% |
$170 - $173
|
6.74K
$230K
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-18- 0.2% |
$613 - $624
|
9.16K
$313K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-69- 0.41% |
$2.35K - $2.39K
|
16.8K
$573K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-90- 0.51% |
$3.06K - $3.12K
|
17.5K
$599K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-102- 2.79% |
$3.47K - $3.53K
|
3.56K
$122K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-120- 0.65% |
$4.08K - $4.16K
|
18.5K
$632K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-250- 0.91% |
$8.51K - $8.66K
|
27.1K
$926K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-521- 2.03% |
$17.7K - $18.1K
|
25.2K
$861K
|
|
|
Jan 27, 2026
Q4 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-769- 0.76% |
$26.2K - $26.6K
|
100K
$3.43M
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.29K- 4.79% |
$43.8K - $44.6K
|
25.6K
$874K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-1.48K- 4.06% |
$50.3K - $51.2K
|
34.9K
$1.19M
|
|
|
Jan 28, 2026
Q4 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-3.02K- 2.25% |
$103K - $105K
|
131K
$4.48M
|
|