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
Q2 		$1.3M Buy
56,183
+515
+0.9% +$12.5K 0.06% 205
2026
Q1 		$1.29M Buy
+55,668
New +$1.34M 0.07% 193

Other funds holding ACEI

SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

WealthPlan Investment Management's ACEI Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 0.93% in Q2 2026, buying an estimated $12.5K and bringing the position to 56,183 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #205.

WealthPlan Investment Management first reported a position in ACEI in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold ACEI as of Q2 2026.

  • WealthPlan Investment Management held 56,183 shares of Innovator Equity Autocallable Income Strategy ETF worth $1.3M as of Q2 2026.
  • WealthPlan Investment Management bought 515 Innovator Equity Autocallable Income Strategy ETF shares in Q2 2026, an estimated $12.5K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #205 holding.
  • WealthPlan Investment Management first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.