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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Hold
39,667
– – 0.2% 117
2025
Q4 		$1.04M Hold
39,667
– – 0.16% 127
2025
Q3 		$1.03M Hold
39,667
– – 0.15% 126
2025
Q2 		$1.01M Hold
39,667
– – 0.16% 124
2025
Q1 		$995K Sell
39,667
-27,922
-41% -$713K 0.14% 128
2024
Q4 		$1.72M Buy
+67,589
New +$1.72M 0.24% 99

Other funds holding APOC

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $214M AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

WealthPLAN Partners's APOC Position: Q1 2026 in Review

WealthPLAN Partners held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q1 2026 at 39,667 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #117.

WealthPLAN Partners first reported a position in APOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2024. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • WealthPLAN Partners held 39,667 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1.01M as of Q1 2026.
  • WealthPLAN Partners left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.2% of WealthPLAN Partners's portfolio in Q1 2026, its #117 holding.
  • WealthPLAN Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 6 quarters since.
  • WealthPLAN Partners's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.72M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.