DIM
ACEI

Delta Investment Management’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Delta Investment Management’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
Q1 		$3.71M Buy
160,520
+48,028
+43% +$1.16M 0.66% 37
2025
Q4 		$2.77M Buy
+112,492
New +$2.79M 0.48% 48

Other funds holding ACEI

TPW
Talon Private Wealth The Villages, Florida $753M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Delta Investment Management's ACEI Position: Q1 2026 in Review

Delta Investment Management increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 43% in Q1 2026, buying an estimated $1.16M and bringing the position to 160,520 shares worth $3.71M. The position accounts for 0.66% of the portfolio, ranked #37.

Delta Investment Management first reported a position in ACEI in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

  • Delta Investment Management held 160,520 shares of Innovator Equity Autocallable Income Strategy ETF worth $3.71M as of Q1 2026.
  • Delta Investment Management bought 48,028 Innovator Equity Autocallable Income Strategy ETF shares in Q1 2026, an estimated $1.16M.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.66% of Delta Investment Management's portfolio in Q1 2026, its #37 holding.
  • Delta Investment Management first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.