CALIBER WEALTH MANAGEMENT, LLC / KS IAPR β€” INNOVATOR ETFS TRUST

Ownership history in CALIBER WEALTH MANAGEMENT, LLC / KS  Β·  2 quarters on record

AI Ownership Summary

CALIBER WEALTH MANAGEMENT, LLC / KS reported INNOVATOR ETFS TRUST (IAPR) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows IAPR at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CALIBER WEALTH MANAGEMENT, LLC / KS's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAPR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CALIBER WEALTH MANAGEMENT, LLC / KS held IAPR β€” position size vs. price
% of Fund (quarterly)    IAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 11,718 β€” 0% 0.04% $389K 2026-07-22 $33.40
2026 Q1 INITIATED β€” β€” β€” 11,718 β€” β€” 0.04% $371K 2026-04-23 $32.43

FAQ About CALIBER WEALTH MANAGEMENT, LLC / KS and IAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CALIBER WEALTH MANAGEMENT, LLC / KS reported owning IAPR?

CALIBER WEALTH MANAGEMENT, LLC / KS reported IAPR across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported IAPR position in CALIBER WEALTH MANAGEMENT, LLC / KS's portfolio?

The largest reported portfolio weight for IAPR was 0.04% in 2026 Q1.

What is the latest reported IAPR position on this page?

The most recent filing on this page is 2026 Q2, when CALIBER WEALTH MANAGEMENT, LLC / KS reported 11,718 shares, equal to 0.04% of portfolio, with an estimated market value of $389K.

What does the chart on this IAPR ownership page compare?

The chart compares CALIBER WEALTH MANAGEMENT, LLC / KS's quarterly IAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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