BWM
ACII

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

Brown Wealth Management’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
Q2 		$354K Buy
+13,925
New +$357K 0.08% 98

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Brown Wealth Management's ACII Position: Q2 2026 in Review

Brown Wealth Management opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q2 2026: 13,925 shares worth $354K. The stake represents 0.08% of the portfolio and ranks #98 among its holdings.

6 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Brown Wealth Management held 13,925 shares of Innovator Index Autocallable Income Strategy ETF worth $354K as of Q2 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new Brown Wealth Management position in Q2 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.08% of Brown Wealth Management's portfolio in Q2 2026, its #98 holding.
  • 6 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.