W
APOC

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

WorthPointe’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
2025
Q4 		– Sell
-9,034
Closed -$234K – 140
2025
Q3 		$234K Hold
9,034
– – 0.09% 95
2025
Q2 		$231K Hold
9,034
– – 0.1% 89
2025
Q1 		$227K Sell
9,034
-796
-8% -$20.3K 0.1% 85
2024
Q4 		$250K Buy
+9,830
New +$249K 0.1% 79

Other funds holding APOC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

WorthPointe's APOC Position: Q4 2025 in Review

WorthPointe sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q4 2025, closing a stake of 9,034 shares — an estimated $234K sold.

WorthPointe first reported a position in APOC in Q4 2024 and held it in 4 quarters. The position peaked at $250K in Q4 2024. 55 funds tracked by Wall St. Rank hold APOC as of Q4 2025.

  • WorthPointe reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q4 2025 after selling out during the quarter.
  • WorthPointe sold 9,034 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q4 2025, an estimated $234K.
  • WorthPointe first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q4 2024 and held it in 4 quarters.
  • WorthPointe's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $250K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q4 2025.

Based on WorthPointe's 13F filing for Q4 2025, filed 26 Jan 2026.