SOS
ACEI

Silver Oak Securities’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Silver Oak Securities’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
Q2 		$388K Buy
16,765
+345
+2% +$8.35K 0.02% 543
2026
Q1 		$380K Buy
16,420
+6,480
+65% +$156K 0.03% 517
2025
Q4 		$248K Buy
+9,940
New +$247K 0.02% 695

Other funds holding ACEI

SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Silver Oak Securities's ACEI Position: Q2 2026 in Review

Silver Oak Securities increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 2.1% in Q2 2026, buying an estimated $8.35K and bringing the position to 16,765 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #543.

Silver Oak Securities first reported a position in ACEI in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold ACEI as of Q2 2026.

  • Silver Oak Securities held 16,765 shares of Innovator Equity Autocallable Income Strategy ETF worth $388K as of Q2 2026.
  • Silver Oak Securities bought 345 Innovator Equity Autocallable Income Strategy ETF shares in Q2 2026, an estimated $8.35K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #543 holding.
  • Silver Oak Securities first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.