MWS
APOC

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

Maxwell Wealth Strategies’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
2024
Q4 		$400K Buy
+15,709
New +$399K 0.16% 86

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Maxwell Wealth Strategies's APOC Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q4 2024: 15,709 shares worth $400K. The stake represents 0.16% of the portfolio and ranks #86 among its holdings.

32 funds tracked by Wall St. Rank hold APOC as of Q4 2024.

  • Maxwell Wealth Strategies held 15,709 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $400K as of Q4 2024.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new Maxwell Wealth Strategies position in Q4 2024.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.16% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #86 holding.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.