BW
ACII

BIP Wealth’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

BIP Wealth’s Portfolio ACII Stock Details ACII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,881
Closed -$561K – 490
2025
Q4 		$561K Buy
+21,881
New +$554K 0.02% 281

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BIP Wealth's ACII Position: Q1 2026 in Review

BIP Wealth sold out of Innovator Index Autocallable Income Strategy ETF (ACII) in Q1 2026, closing a stake of 21,881 shares — an estimated $561K sold.

BIP Wealth first reported a position in ACII in Q4 2025 and held it in 1 quarter. The position peaked at $561K in Q4 2025. 33 funds tracked by Wall St. Rank hold ACII as of Q1 2026.

  • BIP Wealth reported no remaining Innovator Index Autocallable Income Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • BIP Wealth sold 21,881 Innovator Index Autocallable Income Strategy ETF shares in Q1 2026, an estimated $561K.
  • BIP Wealth first reported a position in Innovator Index Autocallable Income Strategy ETF in Q4 2025 and held it in 1 quarter.
  • BIP Wealth's Innovator Index Autocallable Income Strategy ETF position peaked at $561K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.