DFA
APOC

DHJJ Financial Advisors’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

DHJJ Financial Advisors’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 		$211 Hold
8
– – ﹤0.01% 1000
2026
Q1 		$205 Hold
8
– – ﹤0.01% 993
2025
Q4 		$210 Hold
8
– – ﹤0.01% 948
2025
Q3 		$208 Hold
8
– – ﹤0.01% 915
2025
Q2 		$205 Hold
8
– – ﹤0.01% 891
2025
Q1 		$201 Buy
8
+4
+100% +$102 ﹤0.01% 847
2024
Q4 		$102 Buy
+4
New +$102 ﹤0.01% 855

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

DHJJ Financial Advisors's APOC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q2 2026 at 8 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

DHJJ Financial Advisors first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • DHJJ Financial Advisors held 8 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $211 as of Q2 2026.
  • DHJJ Financial Advisors 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 DHJJ Financial Advisors's portfolio in Q2 2026, its #1000 holding.
  • DHJJ Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.