BWS
APOC

BFI Wealth Solutions’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

BFI Wealth Solutions’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 		$259K Hold
10,000
– – 0.25% 69
2025
Q4 		$262K Buy
+10,000
New +$260K 0.25% 67

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

BFI Wealth Solutions's APOC Position: Q1 2026 in Review

BFI Wealth Solutions held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q1 2026 at 10,000 shares worth $259K. The position accounts for 0.25% of the portfolio, ranked #69.

BFI Wealth Solutions first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $262K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • BFI Wealth Solutions held 10,000 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $259K as of Q1 2026.
  • BFI Wealth Solutions 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 0.25% of BFI Wealth Solutions's portfolio in Q1 2026, its #69 holding.
  • BFI Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $262K 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 BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.