TCM
APOC

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

Triumph Capital 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
-2,000
Closed -$51.1K – 1923
2026
Q1 		$51.1K Hold
2,000
– – 0.01% 639
2025
Q4 		$52.4K Buy
+2,000
New +$52.1K 0.01% 602

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Triumph Capital Management's APOC Position: Q2 2026 in Review

Triumph Capital Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 2,000 shares — an estimated $51.1K sold.

Triumph Capital Management first reported a position in APOC in Q4 2025 and held it in 2 quarters. The position peaked at $52.4K in Q4 2025. 12 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Triumph Capital Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
  • Triumph Capital Management sold 2,000 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $51.1K.
  • Triumph Capital Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and held it in 2 quarters.
  • Triumph Capital Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $52.4K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.