IFG
APOC

Independent Financial Group’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Independent Financial Group’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 		$837K Hold
31,850
– – 0.02% 764
2026
Q1 		$813K Hold
31,850
– – 0.02% 699
2025
Q4 		$835K Hold
31,850
– – 0.02% 689
2025
Q3 		$826K Sell
31,850
-750
-2% -$19.3K 0.02% 666
2025
Q2 		$832K Buy
32,600
+15,000
+85% +$379K 0.02% 601
2025
Q1 		$441K Hold
17,600
– – 0.02% 760
2024
Q4 		$448K Buy
+17,600
New +$447K 0.01% 739

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

Independent Financial Group's APOC Position: Q2 2026 in Review

Independent Financial Group held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q2 2026 at 31,850 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #764.

Independent Financial Group first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Independent Financial Group held 31,850 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $837K as of Q2 2026.
  • Independent Financial Group left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #764 holding.
  • Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.