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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,242
Closed -$566K – 283
2024
Q4 		$566K Buy
+22,242
New +$565K 0.06% 156

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

WealthPlan Investment Management's APOC Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2025, closing a stake of 22,242 shares — an estimated $566K sold.

WealthPlan Investment Management first reported a position in APOC in Q4 2024 and held it in 1 quarter. The position peaked at $566K in Q4 2024. 42 funds tracked by Wall St. Rank hold APOC as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 22,242 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2025, an estimated $566K.
  • WealthPlan Investment Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $566K 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 WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.