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
Q2 		$1.49M Buy
58,358
+45,029
+338% +$1.16M 0.08% 194
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
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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

Soltis Investment Advisors increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 338% in Q2 2026, buying an estimated $1.16M and bringing the position to 58,358 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #194.

Soltis Investment Advisors first reported a position in ACII in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Soltis Investment Advisors held 58,358 shares of Innovator Index Autocallable Income Strategy ETF worth $1.49M as of Q2 2026.
  • Soltis Investment Advisors bought 45,029 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $1.16M.
  • Innovator Index Autocallable Income Strategy ETF made up 0.08% of Soltis Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • Soltis Investment Advisors first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.