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
Q2 		– Sell
-588
Closed -$14.7K – 1054
2026
Q1 		$14.7K Buy
+588
New +$15K 0.01% 426

Other funds holding ACII

TPW
Talon Private Wealth The Villages, Florida $855M AUM
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

Legacy Wealth Management (Idaho)'s ACII Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Innovator Index Autocallable Income Strategy ETF (ACII) in Q2 2026, closing a stake of 588 shares — an estimated $14.7K sold.

Legacy Wealth Management (Idaho) first reported a position in ACII in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 49 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator Index Autocallable Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 588 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $14.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Innovator Index Autocallable Income Strategy ETF position peaked at $14.7K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.