TPW
ACEI

Talon Private Wealth’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Talon Private Wealth’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 		$3.75M Buy
+162,168
New +$3.91M 0.5% 40

Other funds holding ACEI

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
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 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

Talon Private Wealth's ACEI Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q1 2026: 162,168 shares worth $3.75M. The stake represents 0.5% of the portfolio and ranks #40 among its holdings.

25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

  • Talon Private Wealth held 162,168 shares of Innovator Equity Autocallable Income Strategy ETF worth $3.75M as of Q1 2026.
  • Innovator Equity Autocallable Income Strategy ETF was a new Talon Private Wealth position in Q1 2026.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.5% of Talon Private Wealth's portfolio in Q1 2026, its #40 holding.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.