Summit Financial’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Summit Financial’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 Q3	$2.95M	Buy	+124,005	New	+$2.91M	0.03%	518

Other funds holding ACEI

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Summit Financial's ACEI Position: Q3 2026 in Review

Summit Financial opened a new position in Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q3 2026: 124,005 shares worth $2.95M. The stake represents 0.03% of the portfolio and ranks #518 among its holdings.

23 funds tracked by Wall St. Rank hold ACEI as of Q3 2026.

Summit Financial held 124,005 shares of Innovator Equity Autocallable Income Strategy ETF worth $2.95M as of Q3 2026.
Innovator Equity Autocallable Income Strategy ETF was a new Summit Financial position in Q3 2026.
Innovator Equity Autocallable Income Strategy ETF made up 0.03% of Summit Financial's portfolio in Q3 2026, its #518 holding.
23 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.