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

Talon Private Wealth The Villages, Florida $855M AUM

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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. 29 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.
29 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.