HBS
APOC

Howard Bailey Securities’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Howard Bailey Securities’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 		$1.46M Buy
57,329
+17,550
+44% +$460K 0.6% 32
2025
Q4 		$1.04M Buy
+39,779
New +$1.04M 0.41% 42

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howard Bailey Securities's APOC Position: Q1 2026 in Review

Howard Bailey Securities increased its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 44% in Q1 2026, buying an estimated $460K and bringing the position to 57,329 shares worth $1.46M. The position accounts for 0.6% of the portfolio, ranked #32.

Howard Bailey Securities first reported a position in APOC in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Howard Bailey Securities held 57,329 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1.46M as of Q1 2026.
  • Howard Bailey Securities bought 17,550 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $460K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.6% of Howard Bailey Securities's portfolio in Q1 2026, its #32 holding.
  • Howard Bailey Securities first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.