KFG Wealth Management
APOC icon

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
Q3 		$731K Sell
27,433
-1,018
-4% -$26.9K 0.08% 107
2026
Q2 		$748K Buy
28,451
+274
+1% +$7.16K 0.08% 108
2026
Q1 		$720K Hold
28,177
– – 0.09% 100
2025
Q4 		$738K Buy
+28,177
New +$734K 0.1% 93

Other funds holding APOC

PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

KFG Wealth Management's APOC Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 3.6% in Q3 2026, selling an estimated $26.9K and leaving 27,433 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #107.

KFG Wealth Management first reported a position in APOC in Q4 2025 and has held it in 4 quarters since. The position peaked at $748K in Q2 2026. 13 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

  • KFG Wealth Management held 27,433 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $731K as of Q3 2026.
  • KFG Wealth Management sold 1,018 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q3 2026, an estimated $26.9K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.08% of KFG Wealth Management's portfolio in Q3 2026, its #107 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 4 quarters since.
  • KFG Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $748K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.