SWM
APOC

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

SHP 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
2026
Q2 		$10.7K Buy
+406
New +$10.6K ﹤0.01% 956

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

SHP Wealth Management's APOC Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026: 406 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • SHP Wealth Management held 406 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $10.7K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new SHP Wealth Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #956 holding.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.