KWM
APOC

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

KFG 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
Q1 		$720K Hold
28,177
– – 0.09% 100
2025
Q4 		$738K Buy
+28,177
New +$734K 0.1% 93

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

KFG Wealth Management's APOC Position: Q1 2026 in Review

KFG Wealth Management held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q1 2026 at 28,177 shares worth $720K. The position accounts for 0.09% of the portfolio, ranked #100.

KFG Wealth Management first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $738K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • KFG Wealth Management held 28,177 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $720K as of Q1 2026.
  • KFG Wealth Management left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.09% of KFG Wealth Management's portfolio in Q1 2026, its #100 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • KFG Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $738K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.