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 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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

IFP Advisors's APOC Position: Q2 2026 in Review

IFP Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 0.95% in Q2 2026, selling an estimated $2.61K and leaving 10,420 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

IFP Advisors first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

IFP Advisors held 10,420 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $274K as of Q2 2026.
IFP Advisors sold 100 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $2.61K.
Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1336 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $275K in Q4 2025.
52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.