HI
APOC

Harbour Investments’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Harbour Investments’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 		$41.1K Sell
1,609
-11,823
-88% -$310K ﹤0.01% 2439
2025
Q4 		$357K Buy
13,432
+5,182
+63% +$135K 0.01% 998
2025
Q3 		$217K Hold
8,250
– – ﹤0.01% 1191
2025
Q2 		$212K Buy
8,250
+79
+1% +$1.99K 0.01% 1146
2025
Q1 		$203K Hold
8,171
– – 0.01% 1096
2024
Q4 		$203K Buy
+8,171
New +$207K 0.01% 1040

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 $214M AUM 19.76% 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

Harbour Investments's APOC Position: Q1 2026 in Review

Harbour Investments reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 88% in Q1 2026, selling an estimated $310K and leaving 1,609 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

Harbour Investments first reported a position in APOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Harbour Investments held 1,609 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $41.1K as of Q1 2026.
  • Harbour Investments sold 11,823 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $310K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2439 holding.
  • Harbour Investments first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $357K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.