Inr Eqty Def P ETF - 6 M A/OAPOC ETF 13F holders, Q4 2024 (December 31) 32 holders
$25.47 avg. 13F price*
At the end of Q4 2024 , 32 institutions reported holding Inr Eqty Def P ETF - 6 M A/O (APOC) in their 13F filings. The largest holders were Soltis Investment Advisors LLC ($19.2M), VanWeelden Wealth Management, LLC ($18.5M) and Envestnet Asset Management Inc. ($18.2M).
Company Inr Eqty Def P ETF - 6 M A/O
Filed as INNOVATOR ETFS TRUST (Q4 2024)
CUSIP 45784N882
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2024 Institutions Total Value New Positions 31 $70.2M Exits 0 $0
Ownership 32 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Soltis Investment Advisors LLC 1.78% New 753,533 $19.2M VanWeelden Wealth Management, LLC 16.75% — 727,865 $18.5M Envestnet Asset Management Inc. 0.01% New 714,770 $18.2M Cambridge Investment Research Advisors, Inc. 0.03% New 337,901 $8.6M Pachira Investments Inc. 3.22% New 206,107 $5.3M AssuredPartners Investment Advisors, LLC 0.59% — 118,150 $3.0M Mutual Advisors, LLC 0.08% New 103,053 $2.6M Weaver Capital Management LLC 0.59% New 82,952 $2.1M Kingsview Wealth Management, LLC 0.04% New 75,509 $1.9M HighTower Advisors, LLC 0.00% New 73,720 $1.9M Centaurus Financial, Inc. 0.11% New 69,320 $1.8M WealthPLAN Partners, LLC 0.24% New 67,589 $1.7M Dynamic Advisor Solutions LLC 0.04% New 34,002 $866K Susquehanna International Group, LLP 0.00% New 28,927 $737K IFG Advisors, LLC 0.15% New 28,765 $733K Silver Oak Securities, Incorporated 0.07% New 27,785 $708K WealthPlan Investment Management, LLC 0.06% New 22,242 $566K Captrust Financial Advisors 0.00% New 19,850 $505K Commonwealth Equity Services, LLC 0.00% New 18,349 $467K Independent Financial Group, LLC 0.01% New 17,600 $448K Maxwell Wealth Strategies Inc. 0.16% New 15,709 $400K GeoWealth Management, LLC 0.01% New 15,009 $382K Gallagher Fiduciary Advisors, LLC 0.06% New 11,338 $289K WorthPointe, LLC 0.10% New 9,830 $250K Harbour Investments, Inc. 0.01% New 8,171 $203K AE Wealth Management LLC 0.00% New 5,101 $130K IFP Advisors, Inc 0.00% New 4,000 $102K Bellwether Advisors, LLC 0.01% New 2,375 $60K Continuum Advisory, LLC 0.00% New 1,219 $31K Principal Securities, Inc. 0.00% New 1,175 $30K UBS Group AG 0.00% New 11 $280 DHJJ Financial Advisors, Ltd. 0.00% New 4 $102
"% of holder's portfolio" is APOC's weight in each manager's 13F, not the share of Inr Eqty Def P ETF - 6 M A/O the manager owns.