AWM
APOC

Accurate Wealth Management’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Accurate Wealth Management’s Portfolio APOC Stock Details APOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Sell
7,726
-2,738
-26% -$71.5K 0.02% 557
2026
Q1 		$272K Sell
10,464
-4,190
-29% -$110K 0.03% 439
2025
Q4 		$385K Sell
14,654
-632
-4% -$16.5K 0.05% 354
2025
Q3 		$396K Buy
15,286
+164
+1% +$4.22K 0.05% 341
2025
Q2 		$387K Sell
15,122
-65
-0.4% -$1.64K 0.06% 311
2025
Q1 		$379K Buy
+15,187
New +$388K 0.07% 242

Other funds holding APOC

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Accurate Wealth Management's APOC Position: Q2 2026 in Review

Accurate Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 26% in Q2 2026, selling an estimated $71.5K and leaving 7,726 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #557.

Accurate Wealth Management first reported a position in APOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q3 2025. 18 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Accurate Wealth Management held 7,726 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $204K as of Q2 2026.
  • Accurate Wealth Management sold 2,738 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $71.5K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Accurate Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $396K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.