CW
ACEI

CreativeOne Wealth’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

CreativeOne Wealth’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
Q2 		$262K Hold
11,300
– – 0.01% 1060
2026
Q1 		$261K Buy
+11,300
New +$272K 0.01% 1027

Other funds holding ACEI

SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CreativeOne Wealth's ACEI Position: Q2 2026 in Review

CreativeOne Wealth held its Innovator Equity Autocallable Income Strategy ETF (ACEI) position steady in Q2 2026 at 11,300 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1060.

CreativeOne Wealth first reported a position in ACEI in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold ACEI as of Q2 2026.

  • CreativeOne Wealth held 11,300 shares of Innovator Equity Autocallable Income Strategy ETF worth $262K as of Q2 2026.
  • CreativeOne Wealth left its Innovator Equity Autocallable Income Strategy ETF share count unchanged in Q2 2026.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1060 holding.
  • CreativeOne Wealth first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.