KFG
APOC

Kelly Financial Group’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Kelly Financial Group’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 		$279K Buy
+10,625
New +$277K 0.06% 84

Other funds holding APOC

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
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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Kelly Financial Group's APOC Position: Q2 2026 in Review

Kelly Financial Group opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026: 10,625 shares worth $279K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings.

7 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Kelly Financial Group held 10,625 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $279K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new Kelly Financial Group position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #84 holding.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.