MFG
APOC

Merit Financial Group’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Merit Financial Group’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 		$233K Buy
8,871
+4
+0% +$104 ﹤0.01% 2001
2026
Q1 		$226K Buy
8,867
+639
+8% +$16.8K ﹤0.01% 1843
2025
Q4 		$216K Buy
+8,228
New +$214K ﹤0.01% 1776

Other funds holding APOC

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Merit Financial Group's APOC Position: Q2 2026 in Review

Merit Financial Group increased its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 0.05% in Q2 2026, buying an estimated $104 and bringing the position to 8,871 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Merit Financial Group first reported a position in APOC in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Merit Financial Group held 8,871 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $233K as of Q2 2026.
  • Merit Financial Group bought 4 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $104.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2001 holding.
  • Merit Financial Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.