SWP
APOC

Sagespring Wealth Partners’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

Sagespring Wealth Partners’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 		$244K Hold
9,535
– – ﹤0.01% 727
2025
Q4 		$250K Hold
9,535
– – ﹤0.01% 689
2025
Q3 		$247K Hold
9,535
– – ﹤0.01% 669
2025
Q2 		$243K Hold
9,535
– – 0.01% 641
2025
Q1 		$239K Buy
+9,535
New +$243K 0.01% 588

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 $265M AUM 30.34% 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

Sagespring Wealth Partners's APOC Position: Q1 2026 in Review

Sagespring Wealth Partners held its Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) position steady in Q1 2026 at 9,535 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Sagespring Wealth Partners first reported a position in APOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $250K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Sagespring Wealth Partners held 9,535 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $244K as of Q1 2026.
  • Sagespring Wealth Partners left its Innovator Equity Defined Protection ETF - 6mo Apr/Oct share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #727 holding.
  • Sagespring Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $250K 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.