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James T. Borello RIA’s Innovator Equity Defined Protection ETF - 6mo Apr/Oct APOC Stock Holding History

James T. Borello RIA’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
Q2 		– Sell
-9,641
Closed -$246K – 1303
2026
Q1 		$246K Hold
9,641
– – 0.06% 96
2025
Q4 		$253K Hold
9,641
– – 0.07% 88
2025
Q3 		$250K Buy
+9,641
New +$248K 0.07% 84

Other funds holding APOC

Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCM
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 $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

James T. Borello RIA's APOC Position: Q2 2026 in Review

James T. Borello RIA sold out of Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) in Q2 2026, closing a stake of 9,641 shares — an estimated $246K sold.

James T. Borello RIA first reported a position in APOC in Q3 2025 and held it in 3 quarters. The position peaked at $253K in Q4 2025. 52 funds tracked by Wall St. Rank hold APOC as of Q2 2026.

  • James T. Borello RIA reported no remaining Innovator Equity Defined Protection ETF - 6mo Apr/Oct position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 9,641 Innovator Equity Defined Protection ETF - 6mo Apr/Oct shares in Q2 2026, an estimated $246K.
  • James T. Borello RIA first reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in Q3 2025 and held it in 3 quarters.
  • James T. Borello RIA's Innovator Equity Defined Protection ETF - 6mo Apr/Oct position peaked at $253K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 6mo Apr/Oct as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.