AF
APOC

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

Allworth Financial’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 		$539K Hold
21,114
– – ﹤0.01% 928
2025
Q4 		$553K Buy
+21,114
New +$550K ﹤0.01% 888

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 $265M AUM 30.34% 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

Allworth Financial's APOC Position: Q1 2026 in Review

Allworth Financial held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q1 2026 at 21,114 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Allworth Financial first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $553K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Allworth Financial held 21,114 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $539K as of Q1 2026.
  • Allworth Financial 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 ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #928 holding.
  • Allworth Financial first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $553K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.