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
Q2 		– Sell
-64,621
Closed -$1.65M – 847
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 $1.8B 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

Csenge Advisory Group's APOC Position: Q2 2026 in Review

Csenge Advisory Group sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 64,621 shares — an estimated $1.65M sold.

Csenge Advisory Group first reported a position in APOC in Q4 2025 and held it in 2 quarters. The position peaked at $1.65M in Q1 2026. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Csenge Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
  • Csenge Advisory Group sold 64,621 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $1.65M.
  • Csenge Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and held it in 2 quarters.
  • Csenge Advisory Group's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.65M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.