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Innovator Etfs Tr shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 174k 33.51
2022-09-30 $2.3M 89k 25.79
2022-06-30 $265k 10k 25.81

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Advisor Group Holdings
Raymond James Financial
Cetera Investment Advisers
Foundations Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
CLS Investments
Kingsview Wealth Management
Reliant Wealth Planning
Crown Wealth Group
Brookstone Capital Management
Lee Johnson Capital Management
Compass Advisory Group
CWM

View all funds holding Innovator Etfs Tr