HHWM
APOC

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

Hiley Hunt 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 		$398K Sell
15,148
-485
-3% -$12.7K 0.16% 38
2026
Q1 		$399K Sell
15,633
-200
-1% -$5.25K 0.18% 36
2025
Q4 		$415K Sell
15,833
-12,000
-43% -$312K 0.19% 38
2025
Q3 		$721K Sell
27,833
-800
-3% -$20.6K 0.34% 26
2025
Q2 		$732K Sell
28,633
-3,497
-11% -$88.3K 0.37% 25
2025
Q1 		$806K Buy
+32,130
New +$820K 0.44% 24

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Hiley Hunt Wealth Management's APOC Position: Q2 2026 in Review

Hiley Hunt Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 3.1% in Q2 2026, selling an estimated $12.7K and leaving 15,148 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #38.

Hiley Hunt Wealth Management first reported a position in APOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $806K in Q1 2025. 12 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Hiley Hunt Wealth Management held 15,148 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $398K as of Q2 2026.
  • Hiley Hunt Wealth Management sold 485 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $12.7K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.16% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Hiley Hunt 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.
  • Hiley Hunt Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $806K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.