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

Creative Planning’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	$413K	Hold	15,709	–	–	﹤0.01%	3336
2026 Q1	$401K	Hold	15,709	–	–	﹤0.01%	3193
2025 Q4	$412K	Hold	15,709	–	–	﹤0.01%	3007
2025 Q3	$407K	Hold	15,709	–	–	﹤0.01%	2900
2025 Q2	$401K	Hold	15,709	–	–	﹤0.01%	2654
2025 Q1	$394K	Buy	+15,709	New	+$401K	﹤0.01%	2512

Other funds holding APOC

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Creative Planning's APOC Position: Q2 2026 in Review

Creative Planning held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q2 2026 at 15,709 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Creative Planning first reported a position in APOC in Q1 2025 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

Creative Planning held 15,709 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $413K as of Q2 2026.
Creative Planning left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3336 holding.
Creative Planning first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.