LWMI
ACII

Legacy Wealth Management (Idaho)’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$14.7K Buy
+588
New +$15K 0.01% 426

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ACII Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q1 2026: 588 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

33 funds tracked by Wall St. Rank hold ACII as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 588 shares of Innovator Index Autocallable Income Strategy ETF worth $14.7K as of Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #426 holding.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.