Financial Network Wealth Advisors LLC KAPR INNOVATOR ETFS TR

Ownership history in Financial Network Wealth Advisors LLC  ·  11 quarters on record

AI Ownership Summary

Financial Network Wealth Advisors LLC reported INNOVATOR ETFS TR (KAPR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q4. The latest visible filing shows KAPR at 0.35% 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 Financial Network Wealth Advisors LLC'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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q4

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.

How Financial Network Wealth Advisors LLC 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 8,637 0% 0.35% $344K 2026-07-29 $39.53
2026 Q1 UNCHANGED 8,637 0% 0.32% $313K 2026-05-14 $38.68
2025 Q4 UNCHANGED 8,637 0% 0.32% $303K 2026-02-13 $35.69
2025 Q3 REDUCED 12.8% +3.1% 8,637 -1,263 -12.8% 0.32% $295K 2025-10-27 $34.65
2025 Q2 UNCHANGED 9,900 0% 0.39% $321K 2025-08-14 $33.33
2025 Q1 ADDED 9,900 +1,880 +23.4% 0.40% $305K 2025-05-13 $31.60
2024 Q4 REDUCED 6.1% -5.7% 8,020 -518 -6.1% 0.49% $262K 2025-02-14 $33.18
2024 Q3 REDUCED 30.6% +0.7% 8,538 -3,767 -30.6% 0.23% $277K 2024-11-15 $33.19
2024 Q2 ADDED 12,305 +386 +3.2% 0.28% $379K 2024-08-14 $31.18
2024 Q1 REDUCED 11,919 -370 -3.0% 0.37% $371K 2024-05-14 $30.97
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Network Wealth Advisors LLC and KAPR

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

How long has Financial Network Wealth Advisors LLC reported owning KAPR?

Financial Network Wealth Advisors LLC reported KAPR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KAPR position in Financial Network Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for KAPR was 0.49% in 2024 Q4.

What is the latest reported KAPR position on this page?

The most recent filing on this page is 2026 Q2, when Financial Network Wealth Advisors LLC reported 8,637 shares, equal to 0.35% of portfolio, with an estimated market value of $344K.

What does the chart on this KAPR ownership page compare?

The chart compares Financial Network Wealth Advisors LLC'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.

How well did Financial Network Wealth Advisors LLC time their KAPR position?

Based on 13F filing dates vs. subsequent KAPR price moves, Financial Network Wealth Advisors LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on KAPR relative to SPY over the holding period was -4.3%.

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