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

IFP 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 Q3	$274K	Sell	10,269 -151	-1%	-$4K	﹤0.01%	1359
2026 Q2	$274K	Sell	10,420 -100	-1%	-$2.61K	﹤0.01%	1336
2026 Q1	$269K	Buy	10,520 +10	+0.1%	+$262	0.01%	1246
2025 Q4	$275K	Buy	10,510 +294	+3%	+$7.66K	0.01%	1207
2025 Q3	$265K	Buy	10,216 +800	+8%	+$20.6K	0.01%	1157
2025 Q2	$240K	Buy	9,416 +5,416	+135%	+$137K	0.01%	1183
2025 Q1	$100K	Hold	4,000	–	–	﹤0.01%	1526
2024 Q4	$102K	Buy	+4,000	New	+$102K	﹤0.01%	1458

Other funds holding APOC

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

IFP Advisors's APOC Position: Q3 2026 in Review

IFP Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 1.4% in Q3 2026, selling an estimated $4K and leaving 10,269 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

IFP Advisors first reported a position in APOC in Q4 2024 and has held it in 8 quarters since. The position peaked at $275K in Q4 2025. 13 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

IFP Advisors held 10,269 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $274K as of Q3 2026.
IFP Advisors sold 151 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q3 2026, an estimated $4K.
Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1359 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $275K in Q4 2025.
13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.