UBS Group
APOC icon

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

UBS Group’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 		$6.66K Buy
+250
New +$6.61K ﹤0.01% 9390
2025
Q1 		– Sell
-11
Closed -$280 – 10887
2024
Q4 		$280 Buy
+11
New +$279 ﹤0.01% 9538

Other funds holding APOC

Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Beck Capital Management
Beck Capital Management Austin, Texas $522M AUM 60.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

UBS Group's APOC Position: Q3 2026 in Review

UBS Group opened a new position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q3 2026: 250 shares worth $6.66K. The stake represents ﹤0.01% of the portfolio and ranks #9390 among its holdings. This is a return to the name: UBS Group previously reported a position in APOC as recently as Q4 2024.

UBS Group first reported a position in APOC in Q4 2024 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold APOC as of Q3 2026.

  • UBS Group held 250 shares of Innovator Equity Defined Protection ETF - 6mo Apr/Oct worth $6.66K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct was a new UBS Group position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 6mo Apr/Oct made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9390 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.