WIM
ACEI

WealthPlan Investment Management’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

WealthPlan Investment Management’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 		$1.29M Buy
+55,668
New +$1.34M 0.07% 193

Other funds holding ACEI

TPW
Talon Private Wealth The Villages, Florida $753M AUM
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
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

WealthPlan Investment Management's ACEI Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Innovator Equity Autocallable Income Strategy ETF (ACEI) in Q1 2026: 55,668 shares worth $1.29M. The stake represents 0.07% of the portfolio and ranks #193 among its holdings.

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

  • WealthPlan Investment Management held 55,668 shares of Innovator Equity Autocallable Income Strategy ETF worth $1.29M as of Q1 2026.
  • Innovator Equity Autocallable Income Strategy ETF was a new WealthPlan Investment Management position in Q1 2026.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q1 2026, its #193 holding.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.