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

Diversify Wealth 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
Q3 		$3.48M Buy
+136,408
New +$3.48M 0.05% 296

Other funds holding ACII

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
T
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Wealth Management's ACII Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q3 2026: 136,408 shares worth $3.48M. The stake represents 0.05% of the portfolio and ranks #296 among its holdings.

12 funds tracked by Wall St. Rank hold ACII as of Q3 2026.

  • Diversify Wealth Management held 136,408 shares of Innovator Index Autocallable Income Strategy ETF worth $3.48M as of Q3 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new Diversify Wealth Management position in Q3 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.05% of Diversify Wealth Management's portfolio in Q3 2026, its #296 holding.
  • 12 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.