BFI Wealth Solutions
APOC icon

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
Q3 		$208K Sell
7,799
-1
-0% -$26 0.14% 83
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

PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Hiley Hunt Wealth Management
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

BFI Wealth Solutions's APOC Position: Q3 2026 in Review

BFI Wealth Solutions reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 0.01% in Q3 2026, selling an estimated $26 and leaving 7,799 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #83.

BFI Wealth Solutions first reported a position in APOC in Q4 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 13 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

  • BFI Wealth Solutions held 7,799 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $208K as of Q3 2026.
  • BFI Wealth Solutions sold 1 Innovator Equity Defined Protection ETF - 6mo Apr/Oct share in Q3 2026, an estimated $26.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.14% of BFI Wealth Solutions's portfolio in Q3 2026, its #83 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 4 quarters since.
  • BFI Wealth Solutions's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $262K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on BFI Wealth Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.