MCM
APOC

MAI Capital Management’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

MAI Capital Management’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 		$48.5K Buy
+1,900
New +$49.8K ﹤0.01% 2250

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

MAI Capital Management's APOC Position: Q1 2026 in Review

MAI Capital Management opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2026: 1,900 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #2250 among its holdings.

58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • MAI Capital Management held 1,900 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $48.5K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new MAI Capital Management position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2250 holding.
  • 58 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.