DAS
APOC

Dynamic Advisor Solutions’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Dynamic Advisor Solutions’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
2025
Q1 		– Sell
-34,002
Closed -$866K – 890
2024
Q4 		$866K Buy
+34,002
New +$863K 0.04% 343

Other funds holding APOC

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 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
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Dynamic Advisor Solutions's APOC Position: Q1 2025 in Review

Dynamic Advisor Solutions sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2025, closing a stake of 34,002 shares — an estimated $866K sold.

Dynamic Advisor Solutions first reported a position in APOC in Q4 2024 and held it in 1 quarter. The position peaked at $866K in Q4 2024. 42 funds tracked by Wall St. Rank hold APOC as of Q1 2025.

  • Dynamic Advisor Solutions reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 34,002 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2025, an estimated $866K.
  • Dynamic Advisor Solutions first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $866K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2025, filed 17 Apr 2025.