Envestnet Asset Management
APOC

Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Envestnet Asset Management’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 		– Sell
-9,141
Closed -$240K – 4842
2025
Q4 		$240K Buy
+9,141
New +$238K ﹤0.01% 4166
2025
Q1 		– Sell
-714,770
Closed -$18.2M – 4493
2024
Q4 		$18.2M Buy
+714,770
New +$18.1M 0.01% 1254

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

Envestnet Asset Management's APOC Position: Q1 2026 in Review

Envestnet Asset Management sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2026, closing a stake of 9,141 shares — an estimated $240K sold.

Envestnet Asset Management first reported a position in APOC in Q4 2024 and held it in 2 quarters. The position peaked at $18.2M in Q4 2024. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Envestnet Asset Management reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 9,141 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $240K.
  • Envestnet Asset Management first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 2 quarters.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $18.2M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.