WIM
ACII

WealthPlan Investment Management’s Innovator Index Autocallable Income Strategy ETF ACII Stock Holding History

WealthPlan Investment 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 		$1.19M Buy
+47,355
New +$1.2M 0.07% 199

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
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
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

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

WealthPlan Investment Management opened a new position in Innovator Index Autocallable Income Strategy ETF (ACII) in Q1 2026: 47,355 shares worth $1.19M. The stake represents 0.07% of the portfolio and ranks #199 among its holdings.

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

  • WealthPlan Investment Management held 47,355 shares of Innovator Index Autocallable Income Strategy ETF worth $1.19M as of Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF was a new WealthPlan Investment Management position in Q1 2026.
  • Innovator Index Autocallable Income Strategy ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q1 2026, its #199 holding.
  • 33 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q1 2026.

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