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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
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

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Axxcess Wealth Management's AAPR Position: Q1 2026 in Review

Axxcess Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q1 2026 at 18,846 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #294.

Axxcess Wealth Management first reported a position in AAPR in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • Axxcess Wealth Management held 18,846 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $543K as of Q1 2026.
  • Axxcess Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.02% of Axxcess Wealth Management's portfolio in Q1 2026, its #294 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 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.