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 Q2	–	Sell	-39,667	Closed	-$1.01M	–	250
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 $1.8B AUM 27.41% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

WealthPLAN Partners's APOC Position: Q2 2026 in Review

WealthPLAN Partners sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 39,667 shares — an estimated $1.01M sold.

WealthPLAN Partners first reported a position in APOC in Q4 2024 and held it in 6 quarters. The position peaked at $1.72M in Q4 2024. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

WealthPLAN Partners reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
WealthPLAN Partners sold 39,667 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $1.01M.
WealthPLAN Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 6 quarters.
WealthPLAN Partners's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.72M in Q4 2024.
52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.