GFA
APOC

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

Gallagher Fiduciary 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 		$448K Sell
17,051
-1,524
-8% -$39.8K 0.01% 211
2026
Q1 		$474K Hold
18,575
– – 0.02% 174
2025
Q4 		$487K Buy
18,575
+1,330
+8% +$34.6K 0.02% 191
2025
Q3 		$447K Sell
17,245
-2,989
-15% -$77K 0.02% 186
2025
Q2 		$516K Buy
+20,234
New +$511K 0.02% 172
2025
Q1 		– Sell
-11,338
Closed -$289K – 337
2024
Q4 		$289K Buy
+11,338
New +$288K 0.06% 225

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

Gallagher Fiduciary Advisors's APOC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 8.2% in Q2 2026, selling an estimated $39.8K and leaving 17,051 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #211.

Gallagher Fiduciary Advisors first reported a position in APOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $516K in Q2 2025. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 17,051 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $448K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 1,524 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $39.8K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #211 holding.
  • Gallagher Fiduciary Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 6 quarters since.
  • Gallagher Fiduciary Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $516K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.