HBW Advisory Services
APOC icon

HBW Advisory Services’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

HBW Advisory Services’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
Q3 		– Sell
-11,175
Closed -$294K – 490
2026
Q2 		$294K Sell
11,175
-345
-3% -$9.01K 0.03% 386
2026
Q1 		$294K Sell
11,520
-125
-1% -$3.28K 0.03% 362
2025
Q4 		$305K Sell
11,645
-221
-2% -$5.75K 0.03% 350
2025
Q3 		$308K Sell
11,866
-653
-5% -$16.8K 0.03% 342
2025
Q2 		$319K Sell
12,519
-1,521
-11% -$38.4K 0.04% 309
2025
Q1 		$352K Buy
+14,040
New +$358K 0.05% 261

Other funds holding APOC

PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Hiley Hunt Wealth Management
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

HBW Advisory Services's APOC Position: Q3 2026 in Review

HBW Advisory Services sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q3 2026, closing a stake of 11,175 shares — an estimated $294K sold.

HBW Advisory Services first reported a position in APOC in Q1 2025 and held it in 6 quarters. The position peaked at $352K in Q1 2025. 13 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

  • HBW Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q3 2026 after selling out during the quarter.
  • HBW Advisory Services sold 11,175 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q3 2026, an estimated $294K.
  • HBW Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and held it in 6 quarters.
  • HBW Advisory Services's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $352K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.