Axxcess Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Axxcess Wealth Management’s Portfolio AAPR Stock Details AAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$561K	Hold	18,846	–	–	0.02%	537
2026 Q2	$556K	Hold	18,846	–	–	0.01%	688
2026 Q1	$543K	Hold	18,846	–	–	0.02%	294
2025 Q4	$535K	Hold	18,846	–	–	0.01%	684
2025 Q3	$526K	Buy	+18,846	New	+$520K	0.01%	611

Other funds holding AAPR

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Axxcess Wealth Management's AAPR Position: Q3 2026 in Review

Axxcess Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q3 2026 at 18,846 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #537.

Axxcess Wealth Management first reported a position in AAPR in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

Axxcess Wealth Management held 18,846 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $561K as of Q3 2026.
Axxcess Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #537 holding.
Axxcess Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q3 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.