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
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

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
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
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Soltis Investment Advisors's ACEI Position: Q1 2026 in Review

Soltis Investment Advisors increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 193% in Q1 2026, buying an estimated $631K and bringing the position to 39,786 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #233.

Soltis Investment Advisors 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.

  • Soltis Investment Advisors held 39,786 shares of Innovator Equity Autocallable Income Strategy ETF worth $921K as of Q1 2026.
  • Soltis Investment Advisors bought 26,210 Innovator Equity Autocallable Income Strategy ETF shares in Q1 2026, an estimated $631K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • Soltis Investment Advisors 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 Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.