SIA
ACEI

Soltis Investment Advisors’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Soltis Investment Advisors’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 		$2.73M Buy
117,787
+78,001
+196% +$1.89M 0.15% 139
2026
Q1 		$921K Buy
39,786
+26,210
+193% +$631K 0.06% 233
2025
Q4 		$334K Buy
+13,576
New +$337K 0.02% 383

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
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
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

Soltis Investment Advisors's ACEI Position: Q2 2026 in Review

Soltis Investment Advisors increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 196% in Q2 2026, buying an estimated $1.89M and bringing the position to 117,787 shares worth $2.73M. The position accounts for 0.15% of the portfolio, ranked #139.

Soltis Investment Advisors 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.

  • Soltis Investment Advisors held 117,787 shares of Innovator Equity Autocallable Income Strategy ETF worth $2.73M as of Q2 2026.
  • Soltis Investment Advisors bought 78,001 Innovator Equity Autocallable Income Strategy ETF shares in Q2 2026, an estimated $1.89M.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.15% of Soltis Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Soltis Investment Advisors 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 Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.