IWMO
APOC

Integrated Wealth Management (Ohio)’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-26,982
Closed -$689K – 113
2026
Q1 		$689K Buy
26,982
+7,172
+36% +$188K 0.79% 39
2025
Q4 		$519K Buy
+19,810
New +$516K 0.58% 52

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s APOC Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 26,982 shares — an estimated $689K sold.

Integrated Wealth Management (Ohio) first reported a position in APOC in Q4 2025 and held it in 2 quarters. The position peaked at $689K in Q1 2026. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Integrated Wealth Management (Ohio) reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 26,982 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $689K.
  • Integrated Wealth Management (Ohio) first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Management (Ohio)'s Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $689K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.