Osaic Holdings

Osaic Holdings’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Osaic Holdings’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 Q1	$33K	Buy	+1,424	New	+$34.3K	﹤0.01%	5515

Other funds holding ACEI

Talon Private Wealth The Villages, Florida $753M AUM

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings's ACEI Position: Q1 2026 in Review

Osaic Holdings opened a new position in Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q1 2026: 1,424 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #5515 among its holdings.

25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

Osaic Holdings held 1,424 shares of Innovator Equity Autocallable Income Strategy ETF worth $33K as of Q1 2026.
Innovator Equity Autocallable Income Strategy ETF was a new Osaic Holdings position in Q1 2026.
Innovator Equity Autocallable Income Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5515 holding.
25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.