Brown Wealth Management’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History
Bought
Maintained
Sold
Other funds holding ACII
WW
DRP
Brown Wealth Management's ACII Position: Q3 2026 in Review
Brown Wealth Management reduced its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 1.2% in Q3 2026, selling an estimated $4.31K and leaving 13,756 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #97.
Brown Wealth Management first reported a position in ACII in Q2 2026 and has held it in 2 quarters since. The position peaked at $354K in Q2 2026. 8 funds tracked by Wall St. Rank hold ACII as of Q3 2026.
- Brown Wealth Management held 13,756 shares of Innovator Index Autocallable Income Strategy ETF worth $349K as of Q3 2026.
- Brown Wealth Management sold 169 Innovator Index Autocallable Income Strategy ETF shares in Q3 2026, an estimated $4.31K.
- Innovator Index Autocallable Income Strategy ETF made up 0.08% of Brown Wealth Management's portfolio in Q3 2026, its #97 holding.
- Brown Wealth Management first reported a position in Innovator Index Autocallable Income Strategy ETF in Q2 2026 and has held it in 2 quarters since.
- Brown Wealth Management's Innovator Index Autocallable Income Strategy ETF position peaked at $354K in Q2 2026.
- 8 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q3 2026.
Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.