TWP
ACII

Triad Wealth Partners’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

Triad Wealth Partners’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 		$370K Buy
+14,613
New +$375K 0.02% 398

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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Triad Wealth Partners's ACII Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q2 2026: 14,613 shares worth $370K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

48 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • Triad Wealth Partners held 14,613 shares of Innovator Index Autocallable Income Strategy ETF worth $370K as of Q2 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new Triad Wealth Partners position in Q2 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • 48 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.