Carson Wealth (CWM LLC)
ACII

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

Carson Wealth (CWM LLC)’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 		$6.37M Buy
253,796
+155,846
+159% +$3.96M 0.02% 714
2025
Q4 		$2.51M Buy
+97,950
New +$2.48M 0.01% 1060

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
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
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 159% in Q1 2026, buying an estimated $3.96M and bringing the position to 253,796 shares worth $6.37M. The position accounts for 0.02% of the portfolio, ranked #714.

Carson Wealth (CWM LLC) first reported a position in ACII in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ACII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 253,796 shares of Innovator Index Autocallable Income Strategy ETF worth $6.37M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 155,846 Innovator Index Autocallable Income Strategy ETF shares in Q1 2026, an estimated $3.96M.
  • Innovator Index Autocallable Income Strategy ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #714 holding.
  • Carson Wealth (CWM LLC) first reported a position in Innovator Index Autocallable Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

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