SS
APOC

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

Sunbelt Securities’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 		– Sell
-1,500
Closed -$39.3K – 3108
2025
Q4 		$39.3K Hold
1,500
– – ﹤0.01% 1060
2025
Q3 		$38.9K Buy
+1,500
New +$38.6K ﹤0.01% 1075
2025
Q2 		– Sell
-1,500
Closed -$37.6K – 1913
2025
Q1 		$37.6K Buy
+1,500
New +$38.3K ﹤0.01% 973

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

Sunbelt Securities's APOC Position: Q1 2026 in Review

Sunbelt Securities sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q1 2026, closing a stake of 1,500 shares — an estimated $39.3K sold.

Sunbelt Securities first reported a position in APOC in Q1 2025 and held it in 3 quarters. The position peaked at $39.3K in Q4 2025. 58 funds tracked by Wall St. Rank hold APOC as of Q1 2026.

  • Sunbelt Securities reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 1,500 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q1 2026, an estimated $39.3K.
  • Sunbelt Securities first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q1 2025 and held it in 3 quarters.
  • Sunbelt Securities's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $39.3K 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.