CW
ACII

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

Cornerstone Wealth’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 		$5.98M Buy
233,292
+125,347
+116% +$3.22M 3.02% 10
2026
Q1 		$2.78M Buy
+107,945
New +$2.75M 1.57% 19

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Cornerstone Wealth's ACII Position: Q2 2026 in Review

Cornerstone Wealth increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 116% in Q2 2026, buying an estimated $3.22M and bringing the position to 233,292 shares worth $5.98M. The position accounts for 3.02% of the portfolio, ranked #10.

Cornerstone Wealth first reported a position in ACII in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Cornerstone Wealth held 233,292 shares of Innovator Index Autocallable Income Strategy ETF worth $5.98M as of Q2 2026.
  • Cornerstone Wealth bought 125,347 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $3.22M.
  • Innovator Index Autocallable Income Strategy ETF made up 3.02% of Cornerstone Wealth's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Wealth first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.