VWM
ACII

VanWeelden Wealth Management’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

VanWeelden Wealth Management’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 		$4.13M Buy
+164,562
New +$4.19M 3.29% 17

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
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
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM

VanWeelden Wealth Management's ACII Position: Q1 2026 in Review

VanWeelden Wealth Management opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q1 2026: 164,562 shares worth $4.13M. The stake represents 3.29% of the portfolio and ranks #17 among its holdings.

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

  • VanWeelden Wealth Management held 164,562 shares of Innovator Index Autocallable Income Strategy ETF worth $4.13M as of Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new VanWeelden Wealth Management position in Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 3.29% of VanWeelden Wealth Management's portfolio in Q1 2026, its #17 holding.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.