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BALT
2 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 448,298 shares of BALT (INNOVATOR ETFS TRUST), worth $15M as of 2026-Q1. The position was increased (+157.8% shares). BALT represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$15M

Current Shares

448,298

Total Value Change

+$9.2M

Total Shares Change

+274,425

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
448,298
+157.8%
$15M0.5%$33.72
54
2025-Q4
New
173,873
-
$5.8M0.1%$33.46
45

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

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