WIM
APOC

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

WealthPlan Investment Management’s Portfolio APOC Stock Details APOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,242
Closed -$566K – 283
2024
Q4 		$566K Buy
+22,242
New +$566K 0.06% 156