CW
APOC

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

CreativeOne Wealth’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 		$875K Sell
34,261
-1,016
-3% -$26.6K 0.02% 620
2025
Q4 		$924K Buy
+35,277
New +$919K 0.02% 581

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

CreativeOne Wealth's APOC Position: Q1 2026 in Review

CreativeOne Wealth reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 2.9% in Q1 2026, selling an estimated $26.6K and leaving 34,261 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #620.

CreativeOne Wealth first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. The position peaked at $924K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • CreativeOne Wealth held 34,261 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $875K as of Q1 2026.
  • CreativeOne Wealth sold 1,016 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $26.6K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #620 holding.
  • CreativeOne Wealth first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • CreativeOne Wealth's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $924K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.