Founders Financial Securities
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Founders Financial Securities’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Founders Financial Securities’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 		$2.85M Sell
112,077
-424
-0.4% -$10.8K 0.14% 144
2026
Q2 		$2.86M Buy
112,501
+15,836
+16% +$406K 0.15% 143
2026
Q1 		$2.46M Buy
96,665
+54,184
+128% +$1.38M 0.14% 142
2025
Q4 		$1.09M Buy
+42,481
New +$1.08M 0.06% 266

Other funds holding ACII

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Founders Financial Securities's ACII Position: Q3 2026 in Review

Founders Financial Securities reduced its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 0.38% in Q3 2026, selling an estimated $10.8K and leaving 112,077 shares worth $2.85M. The position accounts for 0.14% of the portfolio, ranked #144.

Founders Financial Securities first reported a position in ACII in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q2 2026. 37 funds tracked by Wall St. Rank hold ACII as of Q3 2026.

  • Founders Financial Securities held 112,077 shares of Innovator Index Autocallable Income Strategy ETF worth $2.85M as of Q3 2026.
  • Founders Financial Securities sold 424 Innovator Index Autocallable Income Strategy ETF shares in Q3 2026, an estimated $10.8K.
  • Innovator Index Autocallable Income Strategy ETF made up 0.14% of Founders Financial Securities's portfolio in Q3 2026, its #144 holding.
  • Founders Financial Securities first reported a position in Innovator Index Autocallable Income Strategy ETF in Q4 2025 and has held it in 4 quarters since.
  • Founders Financial Securities's Innovator Index Autocallable Income Strategy ETF position peaked at $2.86M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.