Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Commonwealth Equity Services’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	$1,000K	Sell	38,036 -9,479	-20%	-$248K	﹤0.01%	2715
2026 Q1	$1.21M	Buy	47,515 +9,487	+25%	+$249K	﹤0.01%	2438
2025 Q4	$996K	Buy	38,028 +22,677	+148%	+$590K	﹤0.01%	2578
2025 Q3	$398K	Sell	15,351 -16,771	-52%	-$432K	﹤0.01%	3373
2025 Q2	$820K	Buy	32,122 +13,709	+74%	+$346K	﹤0.01%	2743
2025 Q1	$462K	Buy	18,413 +64	+0.3%	+$1.63K	﹤0.01%	3092
2024 Q4	$467K	Buy	+18,349	New	+$466K	﹤0.01%	3011

Other funds holding APOC

Pachira Investments Dana Point, California $265M AUM 30.34% 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

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's APOC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 20% in Q2 2026, selling an estimated $248K and leaving 38,036 shares worth $1,000K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Commonwealth Equity Services first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2026. 22 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

Commonwealth Equity Services held 38,036 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1,000K as of Q2 2026.
Commonwealth Equity Services sold 9,479 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $248K.
Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2715 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 7 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.21M in Q1 2026.
22 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.