Envestnet Asset Management
ACII

Envestnet Asset Management’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Envestnet Asset 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
Q2 		– Sell
-161,363
Closed -$4.05M – 4993
2026
Q1 		$4.05M Buy
+161,363
New +$4.11M ﹤0.01% 2484

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
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

Envestnet Asset Management's ACII Position: Q2 2026 in Review

Envestnet Asset Management sold out of Innovator Index Autocallable Income Strategy ETF (ACII) in Q2 2026, closing a stake of 161,363 shares — an estimated $4.05M sold.

Envestnet Asset Management first reported a position in ACII in Q1 2026 and held it in 1 quarter. The position peaked at $4.05M in Q1 2026. 48 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Envestnet Asset Management reported no remaining Innovator Index Autocallable Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 161,363 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $4.05M.
  • Envestnet Asset Management first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Envestnet Asset Management's Innovator Index Autocallable Income Strategy ETF position peaked at $4.05M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.