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
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

TPW
Talon Private Wealth The Villages, Florida $753M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TF
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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Silver Oak Securities's ACEI Position: Q1 2026 in Review

Silver Oak Securities increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 65% in Q1 2026, buying an estimated $156K and bringing the position to 16,420 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #517.

Silver Oak Securities first reported a position in ACEI in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

  • Silver Oak Securities held 16,420 shares of Innovator Equity Autocallable Income Strategy ETF worth $380K as of Q1 2026.
  • Silver Oak Securities bought 6,480 Innovator Equity Autocallable Income Strategy ETF shares in Q1 2026, an estimated $156K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #517 holding.
  • Silver Oak Securities first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.