MAM
APOC

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

Milestone Asset 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
Q2 		– Sell
-8,140
Closed -$208K – 295
2026
Q1 		$208K Buy
8,140
+41
+0.5% +$1.07K 0.04% 226
2025
Q4 		$212K Buy
+8,099
New +$211K 0.04% 206

Other funds holding APOC

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
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Milestone Asset Management's APOC Position: Q2 2026 in Review

Milestone Asset Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 8,140 shares — an estimated $208K sold.

Milestone Asset Management first reported a position in APOC in Q4 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 7 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Milestone Asset Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 8,140 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $208K.
  • Milestone Asset Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and held it in 2 quarters.
  • Milestone Asset Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $212K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.