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

GeoWealth 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 Q3	$1.05M	Buy	+44,782	New	+$1.05M	0.04%	322

Other funds holding ACEI

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

GeoWealth Management's ACEI Position: Q3 2026 in Review

GeoWealth Management opened a new position in Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q3 2026: 44,782 shares worth $1.05M. The stake represents 0.04% of the portfolio and ranks #322 among its holdings.

24 funds tracked by Wall St. Rank hold ACEI as of Q3 2026.

GeoWealth Management held 44,782 shares of Innovator Equity Autocallable Income Strategy ETF worth $1.05M as of Q3 2026.
Innovator Equity Autocallable Income Strategy ETF was a new GeoWealth Management position in Q3 2026.
Innovator Equity Autocallable Income Strategy ETF made up 0.04% of GeoWealth Management's portfolio in Q3 2026, its #322 holding.
24 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.