SIA
ACII

Soltis Investment Advisors’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Soltis Investment Advisors’s Portfolio ACII Stock Details ACII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$334K Buy
+13,329
New +$339K 0.02% 419

Other funds holding ACII

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Soltis Investment Advisors opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q1 2026: 13,329 shares worth $334K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings.

33 funds tracked by Wall St. Rank hold ACII as of Q1 2026.

  • Soltis Investment Advisors held 13,329 shares of Innovator Index Autocallable Income Strategy ETF worth $334K as of Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new Soltis Investment Advisors position in Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #419 holding.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.