WFS
APOC

WealthGarden F.S.’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

WealthGarden F.S.’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 		$268K Sell
10,183
-18
-0.2% -$470 0.15% 150
2026
Q1 		$261K Hold
10,201
– – 0.18% 136
2025
Q4 		$269K Buy
+10,201
New +$266K 0.18% 130

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

WealthGarden F.S.'s APOC Position: Q2 2026 in Review

WealthGarden F.S. reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 0.18% in Q2 2026, selling an estimated $470 and leaving 10,183 shares worth $268K. The position accounts for 0.15% of the portfolio, ranked #150.

WealthGarden F.S. first reported a position in APOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • WealthGarden F.S. held 10,183 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $268K as of Q2 2026.
  • WealthGarden F.S. sold 18 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $470.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.15% of WealthGarden F.S.'s portfolio in Q2 2026, its #150 holding.
  • WealthGarden F.S. first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 3 quarters since.
  • WealthGarden F.S.'s Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $269K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.