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

Kingsview 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
2025 Q4	–	Sell	-11,623	Closed	-$301K	–	1337
2025 Q3	$301K	Sell	11,623 -1,937	-14%	-$49.9K	﹤0.01%	957
2025 Q2	$346K	Buy	+13,560	New	+$342K	0.01%	893
2025 Q1	–	Sell	-75,509	Closed	-$1.92M	–	1203
2024 Q4	$1.92M	Buy	+75,509	New	+$1.92M	0.04%	397

Other funds holding APOC

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Kingsview Wealth Management's APOC Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q4 2025, closing a stake of 11,623 shares — an estimated $301K sold.

Kingsview Wealth Management first reported a position in APOC in Q4 2024 and held it in 3 quarters. The position peaked at $1.92M in Q4 2024. 55 funds tracked by Wall St. Rank hold APOC as of Q4 2025.

Kingsview Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 11,623 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q4 2025, an estimated $301K.
Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 3 quarters.
Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.92M in Q4 2024.
55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.