WP
APOC

WealthPLAN Partners’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

WealthPLAN Partners’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
Q2 		$1.01M Hold
39,667
– – 0.16% 124
2025
Q1 		$995K Sell
39,667
-27,922
-41% -$700K 0.14% 128
2024
Q4 		$1.72M Buy
+67,589
New +$1.72M 0.24% 99