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
Q2 		$1.37M Buy
53,731
+6,376
+13% +$164K 0.07% 200
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
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

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

WealthPlan Investment Management increased its Innovator Index Autocallable Income Strategy ETF (ACII) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 53,731 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #200.

WealthPlan Investment Management first reported a position in ACII in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold ACII as of Q2 2026.

  • WealthPlan Investment Management held 53,731 shares of Innovator Index Autocallable Income Strategy ETF worth $1.37M as of Q2 2026.
  • WealthPlan Investment Management bought 6,376 Innovator Index Autocallable Income Strategy ETF shares in Q2 2026, an estimated $164K.
  • Innovator Index Autocallable Income Strategy ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #200 holding.
  • WealthPlan Investment Management first reported a position in Innovator Index Autocallable Income Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Innovator Index Autocallable Income Strategy ETF as of Q2 2026.

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