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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
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Axxcess Wealth Management's AAPR Position: Q2 2026 in Review

Axxcess Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q2 2026 at 18,846 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #688.

Axxcess Wealth Management first reported a position in AAPR in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • Axxcess Wealth Management held 18,846 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $556K as of Q2 2026.
  • Axxcess Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #688 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 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.