KAPR β€” INNOVATOR RUSSEL 2000 PWR BFR ETF

Ownership history in Tradition Wealth Management, LLC  Β·  11 quarters on record

AI Ownership Summary

Tradition Wealth Management, LLC reported INNOVATOR RUSSEL 2000 PWR BFR ETF (KAPR) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.47% in 2024 Q1. The latest visible filing shows KAPR at 0.34% 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 Tradition Wealth Management, LLC's position in INNOVATOR RUSSEL 2000 PWR BFR ETF, 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
2025 Q4

KAPR was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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 2025 Q4

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 Tradition Wealth Management, LLC held KAPR β€” position size vs. price
% of Fund (quarterly)    KAPR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 134,097 -3,766 -2.7% 0.34% $4.7M 2026-02-14 (Est.) $35.69
2025 Q3 REDUCED 137,863 -121 -0.1% 0.35% $4.7M 2025-11-13 $34.12
2025 Q2 REDUCED 137,984 -1,512 -1.1% 0.36% $4.5M 2025-08-12 $33.24
2025 Q1 REDUCED 139,496 -1,331 -0.9% 0.38% $4.3M 2025-05-14 $31.57
2024 Q4 REDUCED 140,827 -4,223 -2.9% 0.41% $4.6M 2025-02-13 $33.25
2024 Q3 REDUCED 145,050 -2,414 -1.6% 0.42% $4.7M 2024-11-14 $33.49
2024 Q2 REDUCED 147,464 -489 -0.3% 0.44% $4.5M 2024-08-12 $30.99
2024 Q1 REDUCED 147,953 -59,236 -28.6% 0.47% $4.6M 2024-05-13 $30.78
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tradition Wealth Management, 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 Tradition Wealth Management, LLC reported owning KAPR?

Tradition Wealth Management, LLC reported KAPR across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported KAPR position in Tradition Wealth Management, LLC's portfolio?

The largest reported portfolio weight for KAPR was 0.47% in 2024 Q1.

What is the latest reported KAPR position on this page?

The most recent filing on this page is 2025 Q4, when Tradition Wealth Management, LLC reported 134,097 shares, equal to 0.34% of portfolio, with an estimated market value of $4.7M.

What does the chart on this KAPR ownership page compare?

The chart compares Tradition Wealth Management, 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.

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