Cambridge Investment Research Advisors
APOC

Cambridge Investment Research Advisors’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Cambridge Investment Research Advisors’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 		$1.77M Sell
69,502
-1,793
-3% -$47K ﹤0.01% 1681
2025
Q4 		$1.87M Sell
71,295
-70,052
-50% -$1.82M ﹤0.01% 1593
2025
Q3 		$3.66M Buy
141,347
+199
+0.1% +$5.12K 0.01% 1091
2025
Q2 		$3.6M Sell
141,148
-12,219
-8% -$308K 0.01% 1045
2025
Q1 		$3.85M Sell
153,367
-184,534
-55% -$4.71M 0.01% 938
2024
Q4 		$8.61M Buy
+337,901
New +$8.58M 0.03% 548

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors's APOC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 2.5% in Q1 2026, selling an estimated $47K and leaving 69,502 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Cambridge Investment Research Advisors first reported a position in APOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.61M in Q4 2024. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Cambridge Investment Research Advisors held 69,502 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1.77M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,793 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $47K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1681 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $8.61M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.