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

Sagespring Wealth Partners’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	$254K	Hold	9,535	–	–	﹤0.01%	778
2026 Q2	$251K	Hold	9,535	–	–	﹤0.01%	758
2026 Q1	$244K	Hold	9,535	–	–	﹤0.01%	727
2025 Q4	$250K	Hold	9,535	–	–	﹤0.01%	689
2025 Q3	$247K	Hold	9,535	–	–	﹤0.01%	669
2025 Q2	$243K	Hold	9,535	–	–	0.01%	641
2025 Q1	$239K	Buy	+9,535	New	+$243K	0.01%	588

Other funds holding APOC

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Sagespring Wealth Partners's APOC Position: Q3 2026 in Review

Sagespring Wealth Partners held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q3 2026 at 9,535 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Sagespring Wealth Partners first reported a position in APOC in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

Sagespring Wealth Partners held 9,535 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $254K as of Q3 2026.
Sagespring Wealth Partners left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #778 holding.
Sagespring Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.