Prosperity Capital Advisors
APOC icon

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

Prosperity Capital Advisors’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
Q3 		$1.6M Sell
59,962
-4,940
-8% -$131K 0.08% 143
2026
Q2 		$1.71M Buy
64,902
+29,540
+84% +$771K 0.08% 142
2026
Q1 		$903K Sell
35,362
-765
-2% -$20.1K 0.05% 200
2025
Q4 		$947K Buy
36,127
+26,907
+292% +$701K 0.06% 177
2025
Q3 		$239K Buy
+9,220
New +$237K 0.01% 381

Other funds holding APOC

PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Hiley Hunt Wealth Management
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Prosperity Capital Advisors's APOC Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) stake by 7.6% in Q3 2026, selling an estimated $131K and leaving 59,962 shares worth $1.6M. The position accounts for 0.08% of the portfolio, ranked #143.

Prosperity Capital Advisors first reported a position in APOC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q2 2026. 15 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

  • Prosperity Capital Advisors held 59,962 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $1.6M as of Q3 2026.
  • Prosperity Capital Advisors sold 4,940 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q3 2026, an estimated $131K.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up 0.08% of Prosperity Capital Advisors's portfolio in Q3 2026, its #143 holding.
  • Prosperity Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q3 2025 and has held it in 5 quarters since.
  • Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $1.71M in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.