Carson Wealth (CWM LLC)
ACEI

Carson Wealth (CWM LLC)’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACEI Stock Details ACEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Buy
61,274
+16,601
+37% +$400K ﹤0.01% 1359
2025
Q4 		$1.1M Buy
+44,673
New +$1.11M ﹤0.01% 1438

Other funds holding ACEI

TPW
Talon Private Wealth The Villages, Florida $753M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACEI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 37% in Q1 2026, buying an estimated $400K and bringing the position to 61,274 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Carson Wealth (CWM LLC) first reported a position in ACEI in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 61,274 shares of Innovator Equity Autocallable Income Strategy ETF worth $1.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,601 Innovator Equity Autocallable Income Strategy ETF shares in Q1 2026, an estimated $400K.
  • Innovator Equity Autocallable Income Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1359 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.