CCFM
ACII

Clear Creek Financial Management’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Clear Creek Financial 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 		$284K Buy
11,164
+2,616
+31% +$67.1K 0.02% 540
2026
Q1 		$214K Buy
+8,548
New +$217K 0.02% 566

Other funds holding ACII

TPW
Talon Private Wealth The Villages, Florida $855M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Clear Creek Financial Management's ACII Position: Q2 2026 in Review

Clear Creek Financial Management increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 31% in Q2 2026, buying an estimated $67.1K and bringing the position to 11,164 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #540.

Clear Creek Financial Management first reported a position in ACII in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Clear Creek Financial Management held 11,164 shares of Innovator Index Autocallable Income Strategy ETF worth $284K as of Q2 2026.
  • Clear Creek Financial Management bought 2,616 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $67.1K.
  • Innovator Index Autocallable Income Strategy ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #540 holding.
  • Clear Creek Financial Management first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.