OPS
APOC

Orion Portfolio Solutions’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$891K Buy
+35,516
New +$906K 0.01% 1144

Other funds holding APOC

PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions's APOC Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2025: 35,516 shares worth $891K. The stake represents 0.01% of the portfolio and ranks #1144 among its holdings.

42 funds tracked by Wall St. Rank hold APOC as of Q1 2025.

  • Orion Portfolio Solutions held 35,516 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $891K as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1144 holding.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.