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Oasis Advisors’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Oasis Advisors’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 		– Sell
-29,358
Closed -$747K – 93
2026
Q2 		$747K Sell
29,358
-2,026,297
-99% -$52M 0.48% 36
2026
Q1 		$3.44M Buy
+2,055,655
New +$52.3M 0.68% 36

Other funds holding ACII

PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 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
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
T
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Oasis Advisors's ACII Position: Q3 2026 in Review

Oasis Advisors sold out of Innovator Index Autocallable Income Strategy ETF (ACII) in Q3 2026, closing a stake of 29,358 shares — an estimated $747K sold.

Oasis Advisors first reported a position in ACII in Q1 2026 and held it in 2 quarters. The position peaked at $3.44M in Q1 2026. 12 funds tracked by Wall St. Rank hold ACII as of Q3 2026.

  • Oasis Advisors reported no remaining Innovator Index Autocallable Income Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Oasis Advisors sold 29,358 Innovator Index Autocallable Income Strategy ETF shares in Q3 2026, an estimated $747K.
  • Oasis Advisors first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and held it in 2 quarters.
  • Oasis Advisors's Innovator Index Autocallable Income Strategy ETF position peaked at $3.44M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.