PI
APOC

Pachira Investments’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Pachira Investments’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 		$6.67M Buy
253,682
+4,664
+2% +$122K 2.52% 15
2026
Q1 		$6.36M Buy
249,018
+10,516
+4% +$276K 2.97% 15
2025
Q4 		$6.25M Buy
238,502
+11,350
+5% +$296K 3.04% 12
2025
Q3 		$5.89M Buy
227,152
+99
+0% +$2.55K 3.31% 13
2025
Q2 		$5.79M Buy
227,053
+7,650
+3% +$193K 4.38% 10
2025
Q1 		$5.5M Buy
219,403
+13,296
+6% +$339K 3.87% 12
2024
Q4 		$5.25M Buy
+206,107
New +$5.23M 3.22% 13

Other funds holding APOC

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Pachira Investments's APOC Position: Q2 2026 in Review

Pachira Investments increased its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 1.9% in Q2 2026, buying an estimated $122K and bringing the position to 253,682 shares worth $6.67M. The position accounts for 2.52% of the portfolio, ranked #15.

Pachira Investments first reported a position in APOC in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • Pachira Investments held 253,682 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $6.67M as of Q2 2026.
  • Pachira Investments bought 4,664 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $122K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 2.52% of Pachira Investments's portfolio in Q2 2026, its #15 holding.
  • Pachira Investments first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.