VWM
APOC

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

VanWeelden 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
2025
Q1 		– Sell
-727,865
Closed -$18.5M – 25
2024
Q4 		$18.5M Buy
+727,865
New +$18.5M 16.75% 2

Other funds holding APOC

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

VanWeelden Wealth Management's APOC Position: Q1 2025 in Review

VanWeelden Wealth Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2025, closing a stake of 727,865 shares — an estimated $18.5M sold.

VanWeelden Wealth Management first reported a position in APOC in Q4 2024 and held it in 1 quarter. The position peaked at $18.5M in Q4 2024. 42 funds tracked by Wall St. Rank hold APOC as of Q1 2025.

  • VanWeelden Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2025 after selling out during the quarter.
  • VanWeelden Wealth Management sold 727,865 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2025, an estimated $18.5M.
  • VanWeelden Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 1 quarter.
  • VanWeelden Wealth Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $18.5M in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2025.

Based on VanWeelden Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.