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
Q2 		$242K Sell
9,213
-60,289
-87% -$1.57M ﹤0.01% 3641
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 $1.8B 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

Cambridge Investment Research Advisors's APOC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 87% in Q2 2026, selling an estimated $1.57M and leaving 9,213 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

Cambridge Investment Research Advisors first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.61M in Q4 2024. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,213 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $242K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 60,289 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $1.57M.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3641 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 7 quarters since.
  • Cambridge Investment Research Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $8.61M in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.