Back to AXXCESS WEALTH MANAGEMENT, LLC AXXCESS WEALTH MANAGEMENT, LLC

BALTBALT
Showing 3 of 6 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in INNOVATOR ETFS TRUST

AXXCESS WEALTH MANAGEMENT, LLC holds 651,904 shares of BALT (INNOVATOR ETFS TRUST), worth $22.3M as of 2026-Q2. The position was increased (+45.4% shares). BALT represents 0.4% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$22.3M

Current Shares

651,904

Total Value Change

+$16.5M

Total Shares Change

+478,031

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
651,904
+45.4%
$22.3M0.4%$34.27
46
2026-Q1
Increased
448,298
+157.8%
$15M0.5%$33.47
54
2025-Q4
New
173,873
-
$5.8M0.1%$33.51
45

Other major holders of BALT: JPMORGAN CHASE & CO, RAYMOND JAMES FINANCIAL INC, OSAIC HOLDINGS, INC.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used