APOC β€” INNOVATOR ETFS TRUST

Ownership history in Hiley Hunt Wealth Management  Β·  4 quarters on record

AI Ownership Summary

Hiley Hunt Wealth Management reported INNOVATOR ETFS TRUST (APOC) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows APOC at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hiley Hunt Wealth Management's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APOC was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hiley Hunt Wealth Management held APOC β€” position size vs. price
% of Fund (quarterly)    APOC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,833 -12,000 -43.1% 0.19% $415K 2026-02-14 (Est.) $26.29
2025 Q3 REDUCED 27,833 -800 -2.8% 0.34% $721K 2025-10-02 $25.95
2025 Q2 REDUCED 28,633 -3,497 -10.9% 0.37% $732K 2025-07-09 $25.59
2025 Q1 INITIATED 32,130 β€” β€” 0.44% $806K 2025-04-03 $25.00

FAQ About Hiley Hunt Wealth Management and APOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hiley Hunt Wealth Management reported owning APOC?

Hiley Hunt Wealth Management reported APOC across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported APOC position in Hiley Hunt Wealth Management's portfolio?

The largest reported portfolio weight for APOC was 0.44% in 2025 Q1.

What is the latest reported APOC position on this page?

The most recent filing on this page is 2025 Q4, when Hiley Hunt Wealth Management reported 15,833 shares, equal to 0.19% of portfolio, with an estimated market value of $415K.

What does the chart on this APOC ownership page compare?

The chart compares Hiley Hunt Wealth Management's quarterly APOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hiley Hunt Wealth Management Holdings