Brown Wealth Management’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-14,488
Closed -$335K – 144
2026
Q2
$335K Buy
+14,488
New +$350K 0.08% 99

Other funds holding ACEI

Brown Wealth Management's ACEI Position: Q3 2026 in Review

Brown Wealth Management sold out of Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q3 2026, closing a stake of 14,488 shares — an estimated $335K sold.

Brown Wealth Management first reported a position in ACEI in Q2 2026 and held it in 1 quarter. The position peaked at $335K in Q2 2026. 6 funds tracked by Wall St. Rank hold ACEI as of Q3 2026.

  • Brown Wealth Management reported no remaining Innovator Equity Autocallable Income Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Brown Wealth Management sold 14,488 Innovator Equity Autocallable Income Strategy ETF shares in Q3 2026, an estimated $335K.
  • Brown Wealth Management first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q2 2026 and held it in 1 quarter.
  • Brown Wealth Management's Innovator Equity Autocallable Income Strategy ETF position peaked at $335K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.