KCM
APOC

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

Key Capital 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 		$4.89K Sell
186
-21,514
-99% -$562K ﹤0.01% 429
2026
Q1 		$554K Buy
21,700
+8,102
+60% +$213K 0.37% 43
2025
Q4 		$356K Buy
+13,598
New +$354K 0.35% 43

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
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
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 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

Key Capital Management's APOC Position: Q2 2026 in Review

Key Capital Management reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 99% in Q2 2026, selling an estimated $562K and leaving 186 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Key Capital Management first reported a position in APOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $554K in Q1 2026. 30 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Key Capital Management held 186 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $4.89K as of Q2 2026.
  • Key Capital Management sold 21,514 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $562K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #429 holding.
  • Key Capital Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $554K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.