LAS
APOC

Lloyd Advisory Services’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Lloyd Advisory Services’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 		– Sell
-6,977
Closed -$183K – 1064
2025
Q4 		$183K Buy
+6,977
New +$182K 0.07% 125

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

Lloyd Advisory Services's APOC Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2026, closing a stake of 6,977 shares — an estimated $183K sold.

Lloyd Advisory Services first reported a position in APOC in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 6,977 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $183K.
  • Lloyd Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $183K 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 Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.