EWM
ACII

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

Evolution 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
Q2 		$518K Buy
20,368
+941
+5% +$24.2K 0.3% 62
2026
Q1 		$487K Buy
19,427
+3,695
+23% +$94K 0.36% 50
2025
Q4 		$403K Buy
+15,732
New +$398K 0.33% 56

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Evolution Wealth Management's ACII Position: Q2 2026 in Review

Evolution Wealth Management increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 4.8% in Q2 2026, buying an estimated $24.2K and bringing the position to 20,368 shares worth $518K. The position accounts for 0.3% of the portfolio, ranked #62.

Evolution Wealth Management first reported a position in ACII in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Evolution Wealth Management held 20,368 shares of Innovator Index Autocallable Income Strategy ETF worth $518K as of Q2 2026.
  • Evolution Wealth Management bought 941 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $24.2K.
  • Innovator Index Autocallable Income Strategy ETF made up 0.3% of Evolution Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Evolution Wealth Management first reported a position in Innovator Index Autocallable Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.