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
Q2 		$205K Sell
7,800
-2,200
-22% -$57.5K 0.15% 81
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 $1.8B AUM 27.41% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Osaic Holdings
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
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

BFI Wealth Solutions's APOC Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 22% in Q2 2026, selling an estimated $57.5K and leaving 7,800 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #81.

BFI Wealth Solutions first reported a position in APOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • BFI Wealth Solutions held 7,800 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $205K as of Q2 2026.
  • BFI Wealth Solutions sold 2,200 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $57.5K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.15% of BFI Wealth Solutions's portfolio in Q2 2026, its #81 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 3 quarters since.
  • BFI Wealth Solutions's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $262K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.