CAG
APOC

Csenge Advisory Group’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Csenge Advisory Group’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 		$1.65M Buy
64,621
+17,499
+37% +$459K 0.08% 217
2025
Q4 		$1.23M Buy
+47,122
New +$1.23M 0.06% 269

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
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

Csenge Advisory Group's APOC Position: Q1 2026 in Review

Csenge Advisory Group increased its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 37% in Q1 2026, buying an estimated $459K and bringing the position to 64,621 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #217.

Csenge Advisory Group first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Csenge Advisory Group held 64,621 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1.65M as of Q1 2026.
  • Csenge Advisory Group bought 17,499 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $459K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.08% of Csenge Advisory Group's portfolio in Q1 2026, its #217 holding.
  • Csenge Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.