Cardinal Point Capital Management ULC KAPR — INNOVATOR ETFS TR

Ownership history in Cardinal Point Capital Management ULC  ·  12 quarters on record

AI Ownership Summary

Cardinal Point Capital Management ULC reported INNOVATOR ETFS TR (KAPR) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows KAPR at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cardinal Point Capital Management ULC's position in INNOVATOR ETFS TR, 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

KAPR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

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

Time in book
Holding Window
2024 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.

KAPR stock page Cardinal Point Capital Management ULC fund profile Cardinal Point Capital Management ULC full holdings
How Cardinal Point Capital Management ULC held KAPR — position size vs. price
% of Fund (quarterly)    KAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 7,360 — 0% 0.02% $293K 2026-07-14 $39.71
2026 Q1 UNCHANGED — — — 7,360 — 0% 0.02% $267K 2026-04-20 $38.32
2025 Q4 UNCHANGED — — — 7,360 — 0% 0.02% $259K 2026-02-05 $35.51
2025 Q3 UNCHANGED — — — 7,360 — 0% 0.02% $252K 2025-11-06 $34.26
2025 Q2 UNCHANGED — — — 7,360 — 0% 0.02% $238K 2025-07-31 $32.75
2025 Q1 UNCHANGED — — — 7,360 — 0% 0.02% $227K 2025-05-08 $31.02
2024 Q4 UNCHANGED — — — 7,360 — 0% 0.04% $241K 2025-01-14 $32.62
2024 Q3 UNCHANGED — — — 7,360 — 0% 0.04% $239K 2024-10-08 $32.18
2024 Q2 UNCHANGED — — — 7,360 — 0% 0.04% $227K 2024-07-12 $31.55
2024 Q1 UNCHANGED — — — 7,360 — 0% 0.04% $229K 2024-04-24 $30.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KAPR

As of 2026 Q2 — sorted by position size

TopTier Wealth Management, LLC 0.61% Fragasso Financial Advisors Inc 3Y 7Y 0.06% Noble Wealth Management PBC 0.02% CoreCap Advisors, LLC 3Y 0.01% Brookstone Capital Management 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Cardinal Point Capital Management ULC and KAPR

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

How long has Cardinal Point Capital Management ULC reported owning KAPR?

Cardinal Point Capital Management ULC reported KAPR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KAPR position in Cardinal Point Capital Management ULC's portfolio?

The largest reported portfolio weight for KAPR was 0.04% in 2024 Q1.

What is the latest reported KAPR position on this page?

The most recent filing on this page is 2026 Q2, when Cardinal Point Capital Management ULC reported 7,360 shares, equal to 0.02% of portfolio, with an estimated market value of $293K.

What does the chart on this KAPR ownership page compare?

The chart compares Cardinal Point Capital Management ULC's quarterly KAPR 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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